DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

R••••• C••••••

R••••• M••••••••• C••••••• L••, CRD 165308

PALO ALTO, CA

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Search this name across graphsid dfx:ria:868eb639-ad9f-1bf3-b920-8180920d3663

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 74
Dated events: 22
On other graphs: 1
Observed: Sep 20, 2017 to Mar 30, 2026
11 observations

Across DFX

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

Venture Capitalidentity

R••••• C••••••

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: $21B••• Locked
Discretionary RAUM: $21B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 31

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R••••• C•••••• I••• L•	Venture Capital Fund	$3.6B	Mar 30, 2026	94	Mar 30, 2016	reported	021-236655
R••••• C•••••• V• L•	Venture Capital Fund	$2.4B	Mar 30, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• J••••••• C••••••	CHIEF COMPLIANCE OFFICER	Na	yes	10/2021	Mar 31, 2022	Mar 28, 2024
M••••• M••••	MANAGING DIRECTOR	E	yes	03/2012	Sep 20, 2017	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	4	no

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	$21B	$15B	42.8%	$12B	20.4%	31	33	1	1

Relationships

Advises (71)

→ R••••• F•••••• F••• I•• L•Private fundVenture Capital Fund, IA
Sep 20, 2017 to presentfactForm ADV
→ F• R••••• O••••••••• I• L••Private fundVenture Capital Fund, IA
Mar 25, 2015 to presentfactForm ADV
→ B••• R••••• O••••••••• I•• L••Private fundVenture Capital Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ S••• R••••• O••••••••• V• L••

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$6.2B
Occurred
Mar 30, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$62.8M
Occurred
Mar 30, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$1.1B
Occurred
Mar 30, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:868eb639-ad9f-1bf3-b920-8180920d3663
First observed: Sep 20, 2017
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.