DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M••••••• C•••••• P••••••• L••

CRD 306546

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Search this name across graphsid dfx:ria:f2c3640c-91c5-c456-0ae5-1c92a84daac0

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 15
On other graphs: 2
Observed: Jun 25, 2021 to Sep 21, 2026
19 observations

Across DFX

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

Private Equityidentity

M••••••• C•••••• P••••••• L••

Private equity manager · shared crd

Venture Capitalidentity

M••••••• C•••••• P••••••• 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=true related_bank=false bd_reps=7.0
Regulatory AUM: $1.1B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 24

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••• V•••••• P••••••• F••• I•• L•••	Venture Capital Fund	$303M	Sep 21, 2026	94	Mar 31, 2022	reported	021-397590
M•••• V•••••• P••••••• F•••• L•••	Venture Capital Fund	$106M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• F••••• T•••• D•••• 4••••••	M•••••	B	yes	09/2024	Oct 8, 2024	Nov 5, 2024
B••••• L•••••••	MANAGING PARTNER AND TRUSTEE OF THE B•••• F••••• T•••• D•••• 4••••••	B	yes	09/2024	Oct 8, 2024	Nov 5, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	4	yes
SAN FRANCISCO	CA	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 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	$1.1B	$934M	20.1%	$209M	75.0%	24	19	2	2

Relationships

Advises (16)

→ M•• O•• F•••Private fundVenture Capital Fund, IA
Mar 24, 2023 to presentfactForm ADV
→ M•••• V•••••• P••••••• C•••••• F••• I•• L•••Private fundVenture Capital Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ P••••••• O••••••••• P•••••• V•••••• I• L••Private fundPrivate Equity Fund, IA
Aug 3, 2020 to presentfactForm ADV
→ M•• C•••••• O••••••••• F••• I•• L•••

Dated events

Occurred
Sep 21, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$4.5M
Occurred
Sep 21, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$4.5M
Occurred
Sep 21, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$571,295
Occurred
Sep 21, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2c3640c-91c5-c456-0ae5-1c92a84daac0
First observed: Jun 25, 2021
Last observed: Sep 21, 2026 2 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.