DFX Intelligence

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

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

C••••••••• V•••••• M••••••••• C••••

CRD 161567

WOBURN, MA

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Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 1
Observed: Mar 16, 2026 to Mar 16, 2026
1 observation

Across DFX

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

Venture Capitalidentity

C••••••••• V•••••• M••••••••• C••••

Venture manager · same CRD, same SEC file number

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: 802-74951
CRD: 161567
Filings on the tape: 1
First filed: Mar 16, 2026
Latest filed: Mar 16, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••••••••• C•••••• V••••••• I• L•••	Venture Capital Fund	$41.2M	Mar 16, 2026	36	Mar 27, 2012	reported	021-97969
C••••••••• C•••••• V••••••• L•••	Venture Capital Fund	$1.4M

Relationships

Advises (6)

→ C••••••••• C•••••• V••••••• I• L•••Private fundVenture Capital Fund, ERA
Mar 27, 2012 to presentfactForm ADV
→ C••••••••• C•••••• V••••••• L•••Private fundVenture Capital Fund, ERA, no longer reported
Mar 27, 2012 to Feb 13, 2020factForm ADV
→ C•• I• A••••••••• L•••Private fundVenture Capital Fund, ERA, no longer reported
Mar 27, 2012 to Mar 11, 2019factForm ADV
→ C••••••••• C•••••• V••••••• I•• L•••

Dated events

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

Order

Only bookkeeping events name this entity; they are folded below.

Show 4 bookkeeping events

Occurred
Mar 16, 2026
••• Locked
Occurred
Mar 16, 2026
••• Locked
Occurred
Mar 16, 2026
••• Locked
Occurred
Mar 16, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 16, 2026
Last observed: Mar 16, 2026 6 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.