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 309789

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:55223c01-4249-9315-c9e1-86d748834bab

Data as of Jun 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 3
On other graphs: 3
Observed: Jun 24, 2021 to Jun 8, 2026
8 observations

Across DFX

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

Venture Capitalidentity

G•••••••• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

G•••••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

G•••••••• 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: $1.6B••• Locked
Discretionary RAUM: $1.6B
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•••••••• F••• I••• L•	Private Equity Fund	$95.4M	Mar 29, 2024	76	Mar 10, 2021	reported	021-380633
S•••• S••••••••• M••••• F••• I•• L•	Private Equity Fund	$94.8M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• H•••••	Manager	C	yes	04/2020	Jun 24, 2021	Mar 29, 2024
B••••••• F•••••	Manager	F	yes	04/2017	Jun 24, 2021	Mar 29, 2024
B••••••• F•••••

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G•••••••• E• G• I• L••	n/a	n/a	n/a	Y	yes	n/a
G•••••••• G• I• L••	n/a	n/a	n/a	Y	yes	n/a
G•••••••• G• I•• L••	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	$1.6B	$1.5B	7.7%	$326M	68.6%	23	18	0	0

Relationships

Advises (9)

→ G•••••••• R•••••••• E•••••••• F•••••••• F••• I• L•Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ G•••••••• F••• I• L•Private fundPrivate Equity Fund, IA
Mar 10, 2021 to presentfactForm ADV
→ S••••• S••••••••• M••••• F••• I• L•Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ G•••••••• F••• I•• L•

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$928M
Occurred
Mar 29, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$197M
Occurred
Jun 24, 2021
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55223c01-4249-9315-c9e1-86d748834bab
First observed: Jun 24, 2021
Last observed: Jun 8, 2026 3 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.

Controls (18)

← F•••••••• A••••••• A•••••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← S••••••• P••••• W••••••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← W•••••• P•••• E•••••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← B••••••••• A••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← M••••••••• M••••••• H•••••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← Y•••• R•••• C•OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← S••••••• S••••• D••••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← B••••••• F•••••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← L•••••••• L•••• K••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← m••••••• J•••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← C••••• C•••••OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← M••••••• E•••••• T•OwnerMANAGER, ownership code F, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← S••••• T•••••OwnerMANAGER, ownership code B, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← B••••••• H•••••OwnerMANAGER, ownership code C, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← L••••••• J••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 24, 2021 to Mar 29, 2024factForm ADV
← N•• 1• G•• L••OwnerGENERAL PARTNER, ownership code F, domestic entity
Jun 24, 2021 to Mar 29, 2024factForm ADV
← N•• P••••••• 1•• L•••OwnerGENERAL PARTNER, ownership code F, domestic entity
Jun 24, 2021 to Mar 29, 2024factForm ADV
← N•• E••••••••• A••••••••• 1•• L•••OwnerSHAREHOLDER, ownership code E, domestic entity
Jun 24, 2021 to Mar 29, 2024factForm ADV