DFX Intelligence

S•••••• C•••••• O••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

S•••••• C•••••• O••••••••• L••

CRD 157373

MENLO PARK, CA

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Search this name across graphsid dfx:ria:263b11f8-fae9-64dd-f0e8-8b4a6192515c

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 122
Dated events: 38
On other graphs: 4
Observed: Nov 30, 2021 to Jul 17, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

S•••••• C•••••• O••••••••• L••

Venture manager · cited, shared crd

Independent Sponsorsidentity

S•••••• C•••••• O••••••••• L••

Capital provider to sponsors · cited, shared crd

Private Equityidentity

S•••••• C•••••• O••••••••• L••

Private equity manager · cited, shared crd

Allocatorsidentity

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $82B••• Locked
Discretionary RAUM: $82B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 168

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S•••••• C•••••• F•••• L•••	Hedge Fund	$27B	Jul 17, 2026	355	Mar 31, 2022	reported	021-432427
S•••••• C•••••• G••••• G••••• F••• I•• • E•••••••• P•••••••• L•••	Venture Capital Fund	$15B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• S••••••• N••	COO & OPERATING PARTNER	Na	yes	04/2023	May 3, 2023	Oct 30, 2024
B••••••••• B••••••• G•	MANAGING MEMBER	Na	yes	03/2022	Mar 31, 2022	Oct 30, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S••• ••••• L••	n/a	Asset manager	$27B	N	yes	n/a
S••• M••••••••• L•••	n/a	Asset manager	$10B	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$82B	$60B	35.9%	$53B	15.5%	168	181	0	0

Relationships

showing 80 of 122

Affiliated with (4)

← S•••••• G••••• E•••••••Registered adviserother investment adviser, bank, common control
factForm ADV
→ H••• G••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ S•••••• G••••• E•••••••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← H••• G••• L••

Dated events

Occurred
Jul 17, 2026
Ria private fund assets c••••e
••• Locked
Form ADVobserved today
$25.9B
Occurred
Jul 17, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$81.0M
Occurred
Jul 17, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$428,001
Occurred

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:263b11f8-fae9-64dd-f0e8-8b4a6192515c
First observed: Nov 30, 2021
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.