DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 1b 10b

S••••• V•••••••

S••••• V••••••• MANAGEMENT, LLC, CRD 162676

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Data as of Apr 9, 2024 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 2
Observed: Feb 6, 2024 to Apr 9, 2024
3 observations

Across DFX

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

Venture Capitalidentity

S••••• V•••••••

Venture manager · cited by id, same CRD, same SEC file number

Allocatorsidentity

S••••• V•••••••

Manager with allocator commitments · cited by id, same CRD, same SEC file number

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.0B••• Locked
Discretionary RAUM: $2.0B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••••• V••••••• V• L•••	Venture Capital Fund	$808M	Mar 30, 2026	36	Mar 10, 2017	reported	021-266042
S••••• V••••••• I•• L•	Venture Capital Fund	$74.8M	Mar 30, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• A••••	CHIEF FINANCIAL OFFICER	Na	yes	12/2019	Feb 6, 2024	Apr 9, 2024
K••••• R•••• P••••	VP FINANCE, CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Feb 6, 2024	Apr 9, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S••••• H• 2••• G•• L••	n/a	n/a	n/a	N	yes	n/a
S••••• T•• 2••• G•• L••	n/a	n/a	n/a	N	yes	n/a
S••••• V••••••• I• G•• L••	n/a

Relationships

Advises (7)

→ S••••• V••••••• V• L•••Private fundVenture Capital Fund, ERA
Mar 10, 2017 to presentfactForm ADV
→ S••••• V••••••• I•• L•••Private fundVenture Capital Fund, ERA
Mar 29, 2012 to presentfactForm ADV
→ S••••• H• 2•••• L•••Private fundVenture Capital Fund, ERA
Mar 22, 2022 to presentfactForm ADV
→ S••••• V••••••• I••• L•••

Dated events

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

Order

Occurred
30 Mar 2026
Ria private fund assets change
••• Locked
Form ADV
down $461M
Occurred
7 Nov 2024
Ria registration change
••• Locked
Form ADV
Occurred
23 Feb 2024
Ria registration change
••• Locked
Form ADV
Occurred
6 Feb 2024
First Form ADV filing
••• Locked
Form ADV

Show 2 bookkeeping events

Occurred
Mar 30, 2026
••• Locked
Occurred
Mar 30, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 6, 2024
Last observed: Apr 9, 2024 29 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.