DFX Intelligence
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A•••••• V•••••• P•••••••
Venture firm with private equity activityClassification probableunsizedSEC registered investment adviser· Winter Park, FL
Venture firm with private equity activity, based in Winter Park, FL.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $394M
- PE funds
- 0
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- The venture graph classifies the same adviser MULTI_STAGE_VC and its name reads venture
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%)The venture graph classifies the same adviser MULTI_STAGE_VC and its name reads venture
- Sep 13, 2026Venture firm with private equity activity (probable, 70%)8 sworn Venture Capital Funds against 0 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)RAUM $394M · 0 PE funds · filed Jun 18, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Jun 18, 2026
- RAUM
- $394Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $394Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- Venture capital fund: 5 funds, $289M reported gross assets, 8 ever reported
- Other private fund: 7 funds, $105M reported gross assets
- Employees
- 5
- Headquarters
- Winter Park, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
2 families, 2 vehicles on record
O•••••• T••••••••• · 1 vehicle$2.7M
- O•••••• T••••••••• buyout or unlabelled$2.7M
F•••••• O••••••••• F••• · 1 vehicle$0
- F•••••• O••••••••• F••• Fund of funds$0
View all 2 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O•••••• T••••••••• ADV: Venture Capital Fund | buyout or unlabelled | unknown | $2.7M as of Mar 31, 2022 | no Form D | Harvest | |
| F•••••• O••••••••• F••• ADV: Venture Capital Fund | Fund of funds | unknown | $0 as of Mar 31, 2022 | 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). A person named by two sources under two spellings is shown once, with both sources.
3 current, 4 former
- Managing Partner · since Mar 1, 2004
- Managing Partner · since Jun 1, 2000
- Chief Compliance Officer · since Oct 1, 2020
Full team · 3 peoplegrouped by role, with sources
Managing partner (2)
- J••• P•••••• T••••••• · Managing Partner · since Mar 1, 2004 Form ADV
- J•••• L••••••• R••••••••• · Managing Partner · since Jun 1, 2000 Form ADV
Platform (1)
- O•••••• M•••••• · Chief Compliance Officer · since Oct 1, 2020 Form ADV
4 former (kept with end dates)
- C••••••••• F•••••• · Managing Partner · Apr 1, 2000 to Mar 31, 2021 Inference
- J••••••• E•••• L•••• · Partner · Jan 1, 2020 to Mar 31, 2022 Inference
- C•••••• B•••••••• D••••• · Cfo · Sep 1, 2014 to Dec 15, 2017 Inference
- J••• V••••••• S•••• · Chief Compliance Officer, Vp Of Finance · Dec 1, 2010 to Jun 28, 2013 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, 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 commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
1 most recent
- Feb 10, 2012••• Locked
Across the graphs
A•••••• V•••••• P••••••• is the same institution as 3 records in Venture Capital, RIA and Wealth and Allocators.
Venture Capital1RIA 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.
Checking your plan…
Not yet on record: PE fund assets, investments held, deals, last 12 months.