DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

O• M••••••••• L••

CRD 284192

BOSTON, MA

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Search this name across graphsid dfx:ria:c507fe6e-2ef1-f029-3f99-3b67e2ce0a06

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 58
Dated events: 1
On other graphs: 3
Observed: Jun 30, 2022 to Apr 28, 2026
8 observations

Across DFX

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

Venture Capitalidentity

O• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

O• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

O• M••••••••• L••

Private equity 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: $232M••• Locked
Discretionary RAUM: $232M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O• D••••• F••• I• L•	Venture Capital Fund	$39.3M	Sep 27, 2024	48	Jun 30, 2022	reported	021-411639
O• A••• F•••••• F••• I• L••	Venture Capital Fund	$15.8M	Sep 27, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E•••••••• N••••••• E••••	Manager	E	yes	01/2016	Jun 30, 2022	Sep 27, 2024
G•••••• E•••• S••••	CHIEF COMPLIANCE OFFICER	Na	no	11/2022	Mar 29, 2023	Sep 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
O••• H•••••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 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	$232M	$211M	10.1%	$239M	-0.9%	4	5	0	0

Relationships

Advises (56)

→ Z••• G••••• I•••••••• I• L••Private fundVenture Capital Fund, IA
Jun 30, 2022 to presentfactForm ADV
→ O••• F•••••• F••• I•I, LLCPrivate fundVenture Capital Fund, IA
Jun 30, 2022 to presentfactForm ADV
→ OT EMHR TECH FUND I, LLCPrivate fundVenture Capital Fund, IA
Jun 30, 2022 to presentfactForm ADV
→ OT VR TECH FUND I, LLC

Dated events

Occurred
Jun 30, 2022
First Form ADV filing
O• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c507fe6e-2ef1-f029-3f99-3b67e2ce0a06
First observed: Jun 30, 2022
Last observed: Apr 28, 2026 4 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.