DFX Intelligence

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

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

O•• M••••••••• C••• L••

CRD 312970

BALA CYNWYD, PA

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Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 2
Observed: Apr 10, 2026 to Apr 10, 2026
1 observations

Across DFX

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

Venture Capitalidentity

O•• M••••••••• C••• L••

Venture manager · key_crd, key_sfn_adviser, shared_crd

Allocatorsidentity

O•• M••••••••• C••• L••

Manager with allocator commitments · key_crd, key_sfn_adviser, shared_crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-120704
CRD: 312970
Filings on the tape: 1
First filed: Apr 10, 2026
Latest filed: Apr 10, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O•••• V•••••• P••••••• I•• L•	Venture Capital Fund	$140M	Apr 10, 2026	118	Mar 29, 2016	reported	021-250809
O•••• V•••••• P••••••• V• L•	Venture Capital Fund	$86.9M

Relationships

Advises (6)

→ O•••• V•••••• P••••••• I••• L•Private fundVenture Capital Fund, ERA
Mar 6, 2012 to presentfactForm ADV
→ O•••• V•••••• P••••••• V•• L•Private fundVenture Capital Fund, ERA
Mar 28, 2024 to presentfactForm ADV
→ O•••• V•••••• P••••••• I•• L•Private fundVenture Capital Fund, ERA
Mar 29, 2016 to presentfactForm ADV
→ O•••• V•••••• P••••••• V• L•

Dated events

Order

Occurred
10 Apr 2026
Private fund no longer reported2 events
Private fund no longer reported: 2 on 10 Apr 2026
$686K
- ••• Locked$686K
- ••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 10, 2026
Last observed: Apr 10, 2026 5 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.