DFX Intelligence

R••• V••••••• 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••• V••••••• M••••••••• L••

CRD 288647

VENICE, CA

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Search this name across graphsid dfx:ria:74984354-cc01-0651-0da7-2f45ed902c94

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 4
On other graphs: 1
Observed: Oct 27, 2022 to Apr 30, 2026
9 observations

Across DFX

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

Venture Capitalidentity

R••• V••••••• M••••••••• L••

Venture 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: $1.1B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R••• V••••••• O••••••••• F•••• L•	Venture Capital Fund	$118M	Mar 31, 2023	90	Mar 31, 2022	reported	n/a
R••• V••••••• F••• I•• L•	Venture Capital Fund	$105M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• C••••••• S•••••	PARTNER / CHIEF COMPLIANCE OFFICER	Na	yes	10/2022	Oct 27, 2022	Mar 30, 2024
C•••••••• W••••••• F••••••	GENERAL PARTNER	C	yes	09/2020	Oct 27, 2022	Mar 30, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R••• V••••••• F••• I• G•• L••	n/a	n/a	n/a	N	yes	n/a
R••• V••••••• F••• I• G•• L••	n/a	n/a	n/a	N	yes	n/a
R••• V••••••• O••••••••• 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	Apr 30, 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	$1.1B	$615M	76.6%	$262M	60.6%	9	5	0	0

Relationships

Advises (27)

→ F••• D••• A• S••••• O• R••• V••••••• O••••••••• F•••• L•••Private fundVenture Capital Fund, IA
Mar 30, 2024 to presentfactForm ADV
→ F••• E••• A• S••••• O• R••• V••••••• O••••••••• F•••• L•••Private fundVenture Capital Fund, IA
Mar 30, 2024 to presentfactForm ADV
→ F••• D••• A• S••••• O• R••• V••••••• O••••••••• F•••• L•••Private fundVenture Capital Fund, IA
Mar 30, 2024 to presentfactForm ADV
→ F••• I•••• A• S••••• O• R••• V••••••• O••••••••• F•••• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$333M
Occurred
Mar 31, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$227M
Occurred
Mar 30, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$126M
Occurred
Oct 27, 2022
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74984354-cc01-0651-0da7-2f45ed902c94
First observed: Oct 27, 2022
Last observed: Apr 30, 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.