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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

R•••• T••••••• M••••••••• L••

CRD 160733

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:368af229-619c-56fc-7348-1e39afcfc622

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 90
Dated events: 6
On other graphs: 3
Observed: Feb 15, 2012 to Mar 30, 2026
27 observations

Across DFX

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

Venture Capitalidentity

R•••• T••••••• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

R•••• T••••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

R•••• T••••••• M••••••••• L••

Private equity manager · 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=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 78

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
I••••••••• A••••••••• F••• L••	Private Equity Fund	$1.6B	Aug 19, 2014	10	Mar 28, 2013	dropped	021-153375
R• K•••••• L••	Private Equity Fund	$1.0B

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G••••••••• J•••• A•••••	Coo	Na	yes	09/2004	Feb 15, 2012	Sep 12, 2024
G••••••••• J•••• A•••••	Owner	E	yes	11/2003	Feb 15, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R•••• T••••••• C• G• L••	n/a	n/a	n/a	N	yes	n/a
R•••• T••••••• C• H••••• L••	n/a	n/a	n/a	N	yes	n/a
R•••• T••••••• C• M•••••• L••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

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	$522M	146.0%	$367M	51.9%	9	7	6	5

Relationships

showing 80 of 90

Affiliated with (1)

← VELVET SEA VENTURESRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (68)

→ R• I• I••••••••• L••Private fundVenture Capital Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ R• A• C•••••••• I• L••Private fundVenture Capital Fund, IA
Mar 30, 2016 to presentfactForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
R•••• T••••••• M••••••••• L•• reported RAUM $1.3B, up 146% from $522.4M (2025-03-28 to 2026-03-30)
Form ADVobserved 7 days ago
$763M
Occurred
Mar 28, 2025
Regulatory AUM changed
R•••• T••••••• M••••••••• L•• reported RAUM $522.4M, up 77% from $294.6M (2024-09-12 to 2025-03-28)
Form ADVobserved 7 days ago
$228M
Occurred
Mar 31, 2023
Regulatory AUM changed
R•••• T••••••• M••••••••• L•• reported RAUM $366.7M, down 62% from $970.6M (2022-09-28 to 2023-03-31)
Form ADVobserved 7 days ago
$-604M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:368af229-619c-56fc-7348-1e39afcfc622
First observed: Feb 15, 2012
Last observed: Mar 30, 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.

2025	Mar 30, 2026	$1.3B	$1.3B	9	6	6	38	n/a
2024	Mar 28, 2025	$522M	$522M	7	4	5	32	n/a
2023	Mar 29, 2024	$295M	$295M	8	5	7	31	$279M
2022	Mar 31, 2023	$367M	$367M	8	5	6	30	$349M
2021	Mar 30, 2022	$971M	$971M	8	5	6	30	$870M
2020	Mar 26, 2021	$1.3B	$265M	11	7	6	35	$1.2B
2019	Mar 30, 2020	$997M	$221M	11	7	2	36	$902M
2018	Mar 29, 2019	$931M	$220M	9	5	2	35	$837M
2017	Mar 30, 2018	$883M	$214M	12	6	2	36	$1.4B
2016	Mar 31, 2017	$1.2B	$520M	13	7	n/a	32	$1.1B
2015	Mar 30, 2016	$1.2B	$519M	15	7	n/a	32	$1.1B
2014	Mar 31, 2015	$965M	$487M	15	7	n/a	28	$829M
2013	Mar 31, 2014	$4.9B	$406M	11	8	n/a	30	$4.8B
2012	Mar 28, 2013	$2.0B	$266M	10	8	n/a	30	$1.3B