DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

Q•••• C•••••• M••••••••• L••

CRD 287484

SAN FRANCISCO, 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:7ab27eba-7ed9-f254-472e-3939f2795650

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 104
Dated events: 40
On other graphs: 3
Observed: Mar 30, 2020 to Apr 29, 2026
16 observations

Across DFX

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

Private Equityidentity

Q•••• C•••••• M••••••••• L••

Private equity manager · key crd, key sfn adviser, shared crd

Venture Capitalidentity

Q•••• C•••••• M••••••••• L••

Venture manager · key crd, key sfn adviser, shared crd

Private Creditidentity

Q•••• C•••••• M••••••••• L••

Private credit manager · key crd, key sfn adviser, 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: $5.4B••• Locked
Discretionary RAUM: $5.4B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 39

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
Q•••• V•••••• I••• L•••	Venture Capital Fund	$740M	Apr 29, 2026	139	Mar 31, 2023	reported	021-465487
Q•••• A••••• I•• L•	Venture Capital Fund	$714M	Apr 29, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••• C••••••••• M••••••	CHIEF FINANCIAL OFFICER	Na	yes	04/2021	May 26, 2021	Mar 29, 2024
H•••••• G••••••• G••••	HEAD OF CAPITAL	Na	yes	04/2021	Mar 31, 2022	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$5.4B	$2.5B	118.6%	$1.9B	41.2%	39	32	1	0

Relationships

showing 80 of 104

Advises (80)

→ Q•••• O• A•••••• L•Private fundVenture Capital Fund, IA
Apr 29, 2026 to presentfactForm ADV
→ Q•••• G••••• I• S••••• L• • D•• I•Private fundVenture Capital Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ Q•••• S••••• I•• L•Private fundVenture Capital Fund, IA
Apr 29, 2026 to presentfactForm ADV
→ Q•••• S•• R•• L•

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 29, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$3.5B
Occurred
Apr 29, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Apr 29, 2026
Ria principal change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ab27eba-7ed9-f254-472e-3939f2795650
First observed: Mar 30, 2020
Last observed: Apr 29, 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.