DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A••••••• C•••••• M••••••• L••••••

CRD 286542

LONDON

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Search this name across graphsid dfx:ria:b7d98a9f-57ab-f2e9-b511-f6b6a71e680e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 3
On other graphs: 1
Observed: Mar 31, 2022 to Mar 30, 2026
7 observations

Across DFX

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

Venture Capitalidentity

A••••••• C•••••• M••••••• L••••••

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: $486M••• Locked
Discretionary RAUM: $486M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••••• V•••••• F••• I• L•	Venture Capital Fund	$159M	Mar 30, 2026	40	Feb 27, 2017	reported	021-257961
A••••••• V•••••• F••• I• S•••••	Venture Capital Fund	$119M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••• A•••• M••••••••• L••••••	SOLE SHAREHOLDER	E	yes	03/2023	Mar 28, 2024	Sep 6, 2024
A••••••• A•••• M••••••••• S•••••••	SOLE OWNER	E	yes	03/2023	Mar 28, 2024	Sep 6, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	9	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

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	$486M	$511M	-4.9%	$740M	-13.1%	29	27	1	1

Relationships

Affiliated with (1)

← A••••••• C•••••• M••••••• ••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Advises (14)

→ A••••••• I•••••••• V•••••• G••••• F••• I• S•••••Private fundVenture Capital Fund, IA
Mar 29, 2020 to presentfactForm ADV
→ A••••••• V•••••• F••• I• L•Private fundVenture Capital Fund, IA
Feb 27, 2017 to presentfactForm ADV
→

Dated events

Occurred
Mar 31, 2023
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 31, 2023
Ria registration change
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2022
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7d98a9f-57ab-f2e9-b511-f6b6a71e680e
First observed: Mar 31, 2022
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.