DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B•• C•••••• M••••••••• L••

CRD 285101

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee8b734f-73e6-e44a-714d-3673276b1a30

Data as of May 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 1
Observed: Nov 30, 2021 to May 29, 2024
6 observations

Across DFX

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

Venture Capitalidentity

B•• 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $591M••• Locked
Discretionary RAUM: $591M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•• C•••••• F••• I• L•	Venture Capital Fund	$325M	Nov 25, 2024	2	Sep 18, 2016	reported	021-268087
B•• C•••••• F••• I•• L•	Venture Capital Fund	$156M	Nov 25, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••• J••••• N••	Cfo	Na	yes	04/2024	May 29, 2024	May 29, 2024
R•••••••• V••••• Y•••••••	GENERAL PARTNER	E	yes	06/2016	Nov 30, 2021	May 29, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 28, 2024

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$591M	$629M	-6.0%	n/a	n/a	6	5	0	0

Relationships

Advises (4)

→ B•• C•••••• F••• I• L•Private fundVenture Capital Fund, ERA
Sep 18, 2016 to presentfactForm ADV
→ U••• B•• S•••••• F•••• L•Private fundVenture Capital Fund, ERA
Mar 30, 2023 to presentfactForm ADV
→ B•• C•••••• F••• I•• L•Private fundVenture Capital Fund, ERA
Mar 30, 2023 to presentfactForm ADV
→ B•• C•••••• 2•••••• L••

Dated events

Occurred
May 29, 2024
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
May 29, 2024
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 30, 2023
Ria raum c•••ge
••• Locked
Form ADVobserved 8 days ago
$193M
Occurred
Mar 30, 2023
Control person joined

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee8b734f-73e6-e44a-714d-3673276b1a30
First observed: Nov 30, 2021
Last observed: May 29, 2024 28 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.