DFX Intelligence

I••••••• G••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

I••••••• G••••• P•••••••

I••••••• G••••• MANAGEMENT, LLC, CRD 311947

SAN MATEO, CA

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Search this name across graphsid dfx:ria:c6c4de19-6efb-713f-f15f-7a3bdb2061d9

Data as of Apr 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 15
On other graphs: 4
Observed: Jun 29, 2022 to Apr 15, 2026
10 observations

Across DFX

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

Venture Capitalidentity

I••••••• G••••• P•••••••

Venture manager · key crd, key sfn adviser, shared crd

Independent Sponsorsidentity

I••••••• G••••• P•••••••

Capital provider to sponsors · key crd, key sfn adviser, shared crd

Private Equityidentity

I••••••• G••••• P•••••••

Private equity manager · key crd, key sfn adviser, shared crd

Allocatorsidentity

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: $1.3B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
I••••••• G••••• F••• I•• L•••	Private Equity Fund	$551M	Apr 15, 2026	48	Mar 29, 2024	reported	021-499244
I••••••• G••••• F••• I• L•••	Private Equity Fund	$306M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• H••••••	CHIEF COMPLIANCE OFFICER, PARTNER, HEAD OF OPERATIONS	Na	yes	09/2019	Jun 29, 2022	Apr 15, 2024
D••••••• J•••• J••••	MANAGING PARTNER	D	yes	05/2019	Jun 29, 2022	Apr 15, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 15, 2026

G•••••

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.0B	21.8%	$427M	43.6%	12	10	1	0

Relationships

Advises (17)

→ I••••••• C••••• L•••••••• L•••Private fundPrivate Equity Fund, IA
Sep 21, 2021 to presentfactForm ADV
→ I••••••• S•••••• L•••Private fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ I••••••• P•••••••• L•••Private fundPrivate Equity Fund, IA
Jun 29, 2022 to presentfactForm ADV
→ I••••••• S•••••• L•••

Dated events

Occurred
Apr 15, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$685M
Occurred
Apr 15, 2026
Ria office opened
••• Locked
Form ADVobserved today
Occurred
Apr 15, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$87.0M
Occurred
Apr 15, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6c4de19-6efb-713f-f15f-7a3bdb2061d9
First observed: Jun 29, 2022
Last observed: Apr 15, 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.