Family office profile

D•••• F••••• C•••••• M••••••••• L••

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San Francisco, CAFamily investment companyidentity confidence 90%Top 500 by research priorityd•••••••••.com

Why this class: D•••• Family Ventures is the D•••• family's own venture fund, and the ERA adviser manages that family vehicle rather than outside capital..

Verified Sep 13, 2026 (9 days ago)
Last observed Sep 21, 2026 · 60 observations · 3 sources
25 people · 4 investments · 0 public positions · 16 events
Direct investing
75
high
Private markets
20
moderate

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 59% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Family investment company
Description
••• Locked
Headquarters
San Francisco, CA
Office address
••• Locked
Business phone
••• Locked
Website
d•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$83.8M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $83.8M. These are different facts and are never added together.
SEC registration
ERA since Jul 12, 2021Fact
Private funds advised
6 (PE n/a, VC 6, hedge n/a, real estate n/a), gross assets $132MFact
Classification history
  • Sep 13, 2026Family investment company 90%D•••• Family Ventures is the D•••• family's own venture fund, and the ERA adviser manages that family vehicle rather than outside capital.Factverifiedd•••••••••.com••• Locked
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (i•••••••••, holdings, capital, wealth)Inference
Family and wealth origin
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Family served
D•••• family (heirs of Ray D••••, founder of D•••• L•••••••••)
Source of wealth
••• Locked
Operating company origin
D•••• L•••••••••, Inc. (NYSE: DLB); D••••• D•••• beneficially owns 99.8% of Class B
Team
25 peopleshow
PersonTitleResponsibilityBusiness contactSource
D•••• D•••• familyFounder and CEOFamily principal · investment decisions
email: d•••@d•••••••••.com (verified by provider, Sep 15, 2026)
A•••• C••••••Office Manager & Executive AssistantLeadership
email: a••••@d•••••••••.com (verified by provider, Sep 15, 2026)
A••••• K•••••Managing PartnerLeadership
email: a•••••@d•••••••••.com (verified by provider, Sep 15, 2026)
D•••• D••••CEOLeadership
email: d•••@d•••••••••.com (verified by provider, Sep 15, 2026)
L•• N•••MemberLeadership
email: l••@d•••••••••.com (verified by provider, Sep 15, 2026)
M•• L••••Vice President, FinanceLeadership
email: m••@d•••••••••.com (verified by provider, Sep 15, 2026)
P••••• L••••••••Executive ChairmanLeadership · investment decisions
email: p•••••@d•••••••••.com (verified by provider, Sep 15, 2026)
P••••• L••••••••Executive ChairmanLeadership
email: p•••••@d•••••••••.com (verified by provider, Sep 15, 2026)
R•••••• B•••••••PrincipalLeadership
email: r••••••@d•••••••••.com (verified by provider, Sep 15, 2026)
R•••••• B•••••••MemberLeadership
email: r••••••@d•••••••••.com (verified by provider, Sep 15, 2026)
A•••• C••••••Office Manager & Executive AssistantOperations and finance · investment decisions
email: a••••@d•••••••••.com (verified by provider, Sep 15, 2026)
M•• L••••Vice President, FinanceOperations and finance · investment decisions
email: m••@d•••••••••.com (verified by provider, Sep 15, 2026)
E••••• C••••• M•Scientific Advisory BoardOther · investment decisionsnone on record
H••••• F•••••• M•Scientific Advisory BoardOther · investment decisionsnone on record
H••••••• M••••• M•Scientific Advisory BoardOther · investment decisionsnone on record
L•••••• M••••• M•Scientific Advisory BoardOther · investment decisionsnone on record
L•• N•••Senior AssociateOther
email: l••@d•••••••••.com (verified by provider, Sep 15, 2026)
M••••••• F•••• M•Scientific Advisory BoardOther · investment decisionsnone on record
M•••••• W•••••• M•Scientific Advisory BoardOther · investment decisionsnone on record
R•••••• E• T••••• P••Scientific Advisory BoardOther · investment decisionsnone on record
U••• A•••••• P••Senior AssociateOther
email: u•••@d•••••••••.com (verified by provider, Sep 15, 2026)
A••••• K•••••Managing PartnerVenture · investment decisions
email: a•••••@d•••••••••.com (verified by provider, Sep 15, 2026)
L•• N•••Senior AssociateVenture · investment decisions
email: l••@d•••••••••.com (verified by provider, Sep 15, 2026)
R•••••• B•••••••PrincipalVenture · investment decisions
email: r••••••@d•••••••••.com (verified by provider, Sep 15, 2026)
U••• A•••••• P••Senior AssociateVenture · investment decisions
email: u•••@d•••••••••.com (verified by provider, Sep 15, 2026)
Office contact points
Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov
Office address: ••• Locked (published by the subject) a•••••••••.s••.gov
W••••••: ••• Locked (published by the subject) d•••••••••.com
Investment mandate
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••• Locked

Stated (their words, cited)
Sectors
Excludes non-platform oncology, cardiovascular and rare disease Fact d•••••••••.com
••• Locked
Asset classes
••• Locked Fact d•••••••••.com
••• Locked
Invests directly
About 100 portfolio companies Fact montaratx.com
••• Locked
Observed (from the investment record)
States
none Fact
Control
unknown (4) Fact
Sectors
healthcare products (1), software (1) Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 4 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
4 Fact
Investment kinds
portfolio listing (4) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (4) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Venture team
4 Inference
named professionals with this responsibility
Venture funds advised
6 Inference
F••• ADV Item 7.B
Invests directly
About 100 portfolio companies
Allocates to managers
unknown
Asset classes
Family portfolio overseen by D•••• D•••• spans private equity, venture capital and real estate
Sectors
Excludes non-platform oncology, cardiovascular and rare disease
Geography
unknown
Check size
unknown
Direct investments
4 dealsshow
DateCompanyKindSectorRoleAmountWithSource
n/aD••••••••• A• I••••••••• ••••••••• i• s•••••••Portfolio listingsoftwareunknownunknownnone named
••• Locked
n/aD•••••••• D••••••••• A• I••••••••• ••••••••• i• s••••••• A•••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aP•••••••••Portfolio listinghealthcare productsunknownunknownnone named
••• Locked
n/aN••••••••Portfolio listingunknownunknownunknownnone named
••• Locked
Its own private funds (Form ADV Schedule D 7.B.(1))

Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.

FundTypeGross asset valueRelated shareReportedForm D
D•••• F••••• V••••••• L••• S••••••• L•••Venture Capital Fund$17.5M
Mar 12, 2024
1%Jul 12, 2021 to now
D•••• F••••• V••••••• I•• L•••Venture Capital Fund$17.0M
Mar 12, 2024
1%Jul 12, 2021 to now
D•••• F••••• V••••••• O••••••••• L•••Venture Capital Fund$7.6M
Mar 12, 2024
1%Jul 12, 2021 to now
D•••• T•••• V••••••• L•••Venture Capital Fund$7.0M
Mar 12, 2024
1%Jul 12, 2021 to now
D•••• T•••• L••• S••••••• L•••Venture Capital Fund$5.7M
Mar 12, 2024
1%Jul 12, 2021 to now
D•••• T•••• O••••••••• L•••Venture Capital Fund$5.4M
Mar 12, 2024
1%Jul 12, 2021 to now
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
3show
Signals and timeline
16show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 16 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
60show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 60 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (18)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+10 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($83,766,045)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+12 d••••• i••••••••• o• r•••••
+10 F••• D• v••••••• l•••••
+0 r••• (26)
Mandate confidence
+40 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+10 s••••• v••••••
+10 F••• A•• v• f••• c•••• (6.0)
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+60 o••••••• d••••• i••••••••• (4 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeERAMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Latest Form ADV filing2026-03-20Mar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)D•••• F••••• C•••••• M••••••••• L••Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)D•••• F••••• C•••••• M••••••••• L••Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)D•••• F••••• C•••••• M••••••••• L••Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)D•••• F••••• C•••••• M••••••••• L••Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private funds reported (latest Form ADV)6Mar 12, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Gross assets of its private funds$60.1MMar 12, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Share of its funds owned by itself and related personsNMar 12, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govInference
Form ADV statusERA - ActiveMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
SEC status effective2021-07-12Mar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Asset allocation stated••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Asset classes••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Board participation••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Branch offices1Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Business phone••• LockedMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Co invest behaviorOnly invests alongside strong syndicate partners
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Decision rights••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comInference
Description••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) vcmastermind.comFact
Description••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact
External consultant••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Family generation••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comInference
Family involvement••• Locked
CEO, D•••• Family Ventures
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Family servedD•••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedD•••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family served••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Formation year••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
HeadquartersSan Francisco, CAMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Invests directlyAbout 100 portfolio companies
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) montaratx.comFact
Legal formLimited Liability CompanyMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office address••• LockedMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office type (stated)family_investment_company
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Operating company origin••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Operating model outsourced••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Philanthropy program••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Private funds advised6Mar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private fund gross assets$132MMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Real estate strategy••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Schedule a rows2Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.govFact
SectorsExcludes non-platform oncology, cardiovascular and rare disease
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Sectors••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Site mentionsco_investmentSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact
Stage preference••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Team size total••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comEstimate
Venture funds6Mar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Source of wealth••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) vcmastermind.comFact
Website••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.comFact
Website••• LockedMar 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact
Website titleD•••• Family VenturesSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.comFact