DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

M•••••••• A••••••••• V• L••

CRD 301637

PALO ALTO, CA

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Search this name across graphsid dfx:ria:8b4d10f3-f294-0b8d-489a-64b24f57e603

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 6
On other graphs: 1
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

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

Venture Capitalidentity

M•••••••• A••••••••• V• L••

Venture manager · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-117631
CRD: 301637
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C•••• I••••••••• P•••••••• L•••	Venture Capital Fund	$165M	Mar 31, 2026	6	Mar 30, 2015	reported	021-233503
C•••• S•••••• O••••••••• P•••••••• L•••	Venture Capital Fund	$28.5M

Relationships

Advises (13)

→ M•••• T••••••••• E••••••••• F••• V• L•••Private fundVenture Capital Fund, ERA
Mar 29, 2012 to presentfactForm ADV
→ C•••• I••••••••• P•••••••• L•••Private fundVenture Capital Fund, ERA
Mar 30, 2015 to presentfactForm ADV
→ C•••• S•••••• O••••••••• P•••••••• L•••Private fundVenture Capital Fund, ERA
Mar 30, 2015 to presentfactForm ADV
→ M•••• T••••••••• V••••••• V• ••• L•••

Dated events

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

Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$-175M
Occurred
Mar 31, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2026
Ria principal change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b4d10f3-f294-0b8d-489a-64b24f57e603
First observed: Mar 31, 2026
Last observed: Mar 31, 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.