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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

PUBVEST ADVISORS, LLC

CRD 167562

BURLINGAME, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:542ecaf2-16d6-da07-4eb4-9d7e53a8937a

Data as of Apr 12, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 12, 2013 to Apr 12, 2013
1 observations

Across DFX

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

Venture Capitalidentity

Pubvest Advisors, LLC

Venture manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2013-04-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Accounts: 0
Custody, client assets: $0
SEC number: 801-77972
CRD: 167562
Filings on the tape: 1
First filed: Apr 12, 2013
Latest filed: Apr 12, 2013
Organised: Limited Liability Company, Delaware

Private funds

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

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
2013-1 BLUMHOUSE FUND SERIES	Venture Capital Fund	$4,311	May 10, 2019	16	Dec 19, 2013	reported	021-1580241

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
BUCKWALTER, BENJAMIN, BERNARD	Cco	Na	yes	04/2013	Apr 12, 2013	Apr 12, 2013
PUBVEST, INC.	SOLE MEMBER	E	yes	04/2013	Apr 12, 2013	Apr 12, 2013

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
PUBVEST SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Relationships

Advises (1)

→ 2013-1 BLUMHOUSE FUND SERIESPrivate fundVenture Capital Fund, ERA
Dec 19, 2013 to presentfactForm ADV

Controls (2)

← BUCKWALTER, BENJAMIN, BERNARDOwnerCCO, ownership code NA, individual
Apr 12, 2013 to presentfactForm ADV
← PUBVEST, INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Apr 12, 2013 to presentfactForm ADV

Dated events

Occurred
Apr 12, 2013
First Form ADV filing
Pubvest Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:542ecaf2-16d6-da07-4eb4-9d7e53a8937a
First observed: Apr 12, 2013
Last observed: Apr 12, 2013 163 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.

PUBVEST ADVISORS, LLC

CRD 167562

BURLINGAME, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:542ecaf2-16d6-da07-4eb4-9d7e53a8937a

Data as of Apr 12, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

2013-1 BLUMHOUSE FUND SERIES

Venture Capital Fund

$4,311

May 10, 2019

Dec 19, 2013

reported

021-1580241

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUCKWALTER, BENJAMIN, BERNARD

Cco

yes

04/2013

Apr 12, 2013

PUBVEST, INC.

SOLE MEMBER

yes

04/2013

Apr 12, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PUBVEST SECURITIES, LLC

n/a

yes

n/a