DFX Intelligence
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A••• C••••••
Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Palo Alto, CA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $540M
- PE fund assets
- $448M
- PE funds
- 9
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 4
- RAUM $540M
Classification
How this organization is classified, and on what basisFund of funds · 2 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- 7 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.45bn Private Equity Fund GAV on the Form ADV filed 2026-07-15
Classification history (2)
- Sep 23, 2026Fund of funds (probable, 75%)7 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Sep 13, 2026Fund of funds (probable, 75%)7 of 7 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 4, 2019 to Jul 15, 2026
- RAUM
- $540Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $448Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $540Mevery private fund type, latest filing
- 2024 PE fund GAV
- $448Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 90%
- Fund type mix
- Private equity fund: 9 funds, $448M reported gross assets
- Venture capital fund: 1 fund, $92.4M reported gross assets
- Employees
- 3
- Headquarters
- Palo Alto, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••• C•••••• V• L• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $41.2M as of Jul 15, 2026 | $11.0M | Unknown | |
| A••• S•••••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2021 Form D first sale | $49.6M as of Jul 15, 2026 | $31.4M | Active deployment | |
| A••• S•••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2020 Form D first sale | $32.4M as of Jul 15, 2026 | $16.0M | Active deployment | |
| V•• S••• T••••••••• P••••••• E••••••• F••• L• ADV: Private Equity Fund | Fund of funds | unknown | $73.9M as of Jul 15, 2026 | no Form D | Unknown | |
| V•• S••• T••••••••• P••••••• P••••••• F••• L• ADV: Private Equity Fund | Fund of funds | unknown | $72.4M as of Jul 15, 2026 | no Form D | Harvest | |
| V•• S••• T••••••••• P••••••• I•• L• ADV: Private Equity Fund | Fund of funds | unknown | $64.9M as of Jul 15, 2026 | no Form D | Harvest | |
| A••• H•••••• F••••• F•••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $49.4M as of Jul 15, 2026 | no Form D | Unknown | |
| A••• C•••••• E••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $35.1M as of Jul 15, 2026 | $0 | Unknown | |
| V•• S••• T••••••••• P•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $29.1M as of Jul 15, 2026 | no Form D | Harvest |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.
4 current, 0 former
Partner (2)
- C••••••••• A•••••••• D••••• · Managing Director · since Sep 1, 2018 Form ADV Firm website
- C••••••• J••• G••••• · Managing Director · start date unknown Firm website
Platform (2)
- A•• E• H•••••• · Chief Compliance Officer And Chief Operating Officer · since Sep 1, 2018 Form ADV
- A•• E• Z•••• · Chief Operating Officer · start date unknown Firm website
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
Across the graphs
A••• C•••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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