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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

U• I••••••••• T••••••••• C•••••• M••••••••• L••

CRD 323370

CORAOPOLIS, PA

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Search this name across graphsid dfx:ria:cf6d4750-ee64-c508-f6e2-d845dac3f676

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 3
Observed: Sep 1, 2022 to Aug 19, 2026
10 observations

Across DFX

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

Venture Capitalidentity

U• I••••••••• T••••••••• C•••••• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

U• I••••••••• T••••••••• C•••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

U• I••••••••• T••••••••• C•••••• 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: $7.0BItem 5.F on the latest filing (2026-08-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
U• I••••••••• T••••••••• P••••••• F•••• L•	Venture Capital Fund	$870M	May 1, 2024	4	Mar 28, 2024	reported	021-1993762
U• I••••••••• T••••••••• F••• L•	Venture Capital Fund	$177M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••• J••••••• B•	GENERAL COUNSEL	Na	yes	06/2023	Jul 13, 2023	May 1, 2024
M••••••• C••••••••• J••••	CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Sep 1, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Pasadena	CA	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$7.0B	$4.3B	65.0%	$1.7B	60.1%	14	13	1	1

Relationships

Advises (2)

→ U• I••••••••• T••••••••• P••••••• F•••• L•Private fundVenture Capital Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ U• I••••••••• T••••••••• F••• L•Private fundVenture Capital Fund, IA
Jan 26, 2023 to presentfactForm ADV

Controls (5)

← T••••• P••••• A•••••OwnerMANAGING PARTNER, ownership code NA, individual
Jul 13, 2023 to May 1, 2024factForm ADV
← M••••••• C••••••••• J••••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
U• I••••••••• T••••••••• C•••••• M••••••••• L•• reported RAUM $7.0B, up 65% from $4.3B (2026-01-13 to 2026-03-31)
Form ADVobserved 7 days ago
$2.8B
Occurred
Mar 26, 2025
Regulatory AUM changed
U• I••••••••• T••••••••• C•••••• M••••••••• L•• reported RAUM $4.3B, up 80% from $2.4B (2024-05-01 to 2025-03-26)
Form ADVobserved 7 days ago
$1.9B
Occurred
Mar 28, 2024
Regulatory AUM changed
U• I••••••••• T••••••••• C•••••• M••••••••• L•• reported RAUM $2.4B, up 38% from $1.7B (2023-07-13 to 2024-03-28)
Form ADVobserved 7 days ago
$659M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf6d4750-ee64-c508-f6e2-d845dac3f676
First observed: Sep 1, 2022
Last observed: Aug 19, 2026 34 days 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.