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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

D• G••••• V•••••••

D•••••• C•••••• L••, CRD 293073

MENLO PARK, CA

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Search this name across graphsid dfx:ria:c7b1578f-9cf4-7295-2678-9774af1a6ae4

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 1
Observed: Mar 30, 2020 to Mar 31, 2026
13 observations

Across DFX

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

Venture Capitalidentity

D•••••• C•••••• 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: $2.7B••• Locked
Discretionary RAUM: $2.7B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
D•••••• C•••••• C•••• L••• S••••••• U•• F••• I••• L•••	Venture Capital Fund	$612M	Aug 14, 2024	34	Jul 19, 2018	reported	021-311280
D•••••• C•••••• G••••• L••• S••••••• F••• I•• L•••	Venture Capital Fund	$511M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••• X•••••••	MANAGING DIRECTOR	E	yes	11/2011	Mar 30, 2020	Aug 14, 2024
B••• H•••••• N••	CHIEF COMPLIANCE OFFICER	Na	no	08/2024	Aug 14, 2024	Aug 14, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
D•••••• C•••••• C•••• M••••••••• I• •••••••• L••	n/a	n/a	n/a	N	yes	n/a
D•••••• C•••••• G••••• H••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
D•••••• C•••••• M••••••••• I• •••••••• L••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Shanghai	n/a	China	7	no
NEW YORK CITY	NY	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 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	$2.7B	$2.1B	27.0%	$1.8B	14.8%	23	24	2	2

Relationships

Advises (5)

→ D•••••• C•••••• G••••• L••• S••••••• F••• I•• L•••Private fundVenture Capital Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ D•••••• C•••••• C•••• L••• S••••••• U•• F••• I•• L•••Private fundVenture Capital Fund, IA
Jul 19, 2018 to presentfactForm ADV
→ D•••••• C•••••• G••••• H••••••••• F••• •••••••• L•Private fundHedge Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ D•••••• C•••••• C•••• L••• S••••••• U•• F••• I••• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
D• G••••• V••••••• reported RAUM $2.7B, up 27% from $2.1B (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$580M
Occurred
May 15, 2023
Control person left
Laura Tse (Chief Compliance Officer) no longer on Schedule A of D• G••••• V••••••• (listed 2023-03-31, absent 2023-05-15)
Form ADVobserved 7 days ago
Occurred
Mar 29, 2022
Regulatory AUM changed
D• G••••• V••••••• reported RAUM $2.2B, up 32% from $1.7B (2021-12-06 to 2022-03-29)
Form ADVobserved 7 days ago
$542M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7b1578f-9cf4-7295-2678-9774af1a6ae4
First observed: Mar 30, 2020
Last observed: Mar 31, 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.