DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

G•• M••••••••• L•••

CRD 310340

SANTA MONICA, CA

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Search this name across graphsid dfx:ria:31d1831c-1d64-3972-29dd-82ad7c7f9608

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 11
On other graphs: 3
Observed: Jul 31, 2020 to May 4, 2026
12 observations

Across DFX

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

Private Equityidentity

G•• M••••••••• L•••

Private equity manager · cited, shared crd

Venture Capitalidentity

G•• M••••••••• L•••

Venture manager · cited, shared crd

Allocatorsidentity

G•• M••••••••• L•••

Manager with allocator commitments · cited, shared crd

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=true related_bank=false bd_reps=5.0
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
G•••••• G••••• P••••••• I•• L•••	Venture Capital Fund	$487M	May 4, 2026	203	Aug 31, 2021	reported	021-402677
G•••••• G••••• P•••••••• L•••	Venture Capital Fund	$212M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G•••••• G••••• P••••••• M••••••••• L••	GENERAL PARTNER	Na	yes	04/2021	Apr 30, 2021	Mar 28, 2024
H••••••••• C••••••••• B•••••	CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER	Na	yes	12/2021	Mar 31, 2022	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
L••••••• P••••••• L••	n/a	Asset manager	$125M	Y	no	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	$1.3B	$1.3B	0.9%	$1.2B	2.4%	23	18	0	0

Relationships

Affiliated with (1)

→ L••••••• P••••••• L••Registered adviserother investment adviser, control
factForm ADV

Advises (11)

→ A••••••• S••• L••Private fundVenture Capital Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ G•••••• G••••• P•••••••• L•••Private fundVenture Capital Fund, IA
Jul 31, 2020 to presentfactForm ADV
→ G•••••• G••••• P••••••• I• S••• F•••• L•

Dated events

Occurred
May 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$13.4M
Occurred
May 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$3.0M
Occurred
May 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$68.0M
Occurred
May 4, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31d1831c-1d64-3972-29dd-82ad7c7f9608
First observed: Jul 31, 2020
Last observed: May 4, 2026 4 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.