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F•••••• C•••••• P•••••••• L••

Venture firm with private equity activityClassification probableLower middle marketSEC registered investment adviser· Kansas City, MOf•••••••••.com

••• Locked

Regulatory AUM
$148M
Form ADV
PE fund assets
$24.8M
Form ADV
PE funds
1
Form ADV
Investments held
80 of 89
DFX transaction tape
Deals, last 12 months
Not established
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShow
Class
Venture firm with private equity activityprobable, confidence 70%
Basis
R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-07-02
Classification history (2)
  1. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-2)
    R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
  2. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-1)
    R3: 7 sworn Venture Capital Funds against 1 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 30, 2014 to Sep 3, 2026
RAUM
$148Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$24.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$148Mevery private fund type, latest filing
2024 PE fund GAV
$24.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
13%
Fund type mix
filed 2026-09-03, latest gav Private Equity Fund $24.8M, Venture Capital Fund $123M, latest counts Private Equity Fund 1, Venture Capital Fund 6, lifetime distinct Private Equity Fund 1, Venture Capital Fund 7
Employees
5
Headquarters
Kansas City, MO
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
89 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
United States
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
roles
unknown 89
period
to 2026-05-18, from 2021-10-04, undated holdings 85, dated observations 4
window
last unknown, first unknown
control
unknown 89
companies
89
geography
count 2, share 0.022, value IN, count 1, share 0.011, value NY
investments
89
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
38
disclosed value usd
n 0
sector distribution
count 19, share 0.213, value software, examples Velostics, Devstride, Aetosimaging, Verusen, count 9, share 0.101, value financial services, examples Nickels, Lendingstandard, VRGL, Sapphireventures, count 3, share 0.034, value agriculture, examples Quercus Biosolutions, Aker, Agrible, count 2, share 0.022, value business services, examples K Ventures, Rentable, count 2, share 0.022, value transportation logistics, examples CognitOps, Bulugroup, count 1, share 0.011, value media telecom, examples Ibj, count 1, share 0.011, value industrial manufacturing, examples Inprentus, Inc., count 1, share 0.011, value aerospace defense, examples oureon.ai
holding period years
n 0
repeat counterparties
subsector distribution
count 10, share 0.112, value vertical software, examples Aetosimaging, Verusen, Dispatch, Snappykraken, count 9, share 0.101, value financial services, examples Nickels, Lendingstandard, VRGL, Sapphireventures, count 6, share 0.067, value software, examples Devstride, Deem, mavvrik.ai, tripleblind.ai, count 3, share 0.034, value agriculture, examples Quercus Biosolutions, Aker, Agrible, count 2, share 0.022, value warehousing, examples CognitOps, Bulugroup, count 1, share 0.011, value management consulting, examples K Ventures, count 1, share 0.011, value logistics and fleet software, examples Velostics, count 1, share 0.011, value healthcare software, examples kyra.health

89 companies on the graph (0 transactions); most in software (19); observed 2021 to 2026

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
F•••••• C•••••• F••• I•••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$24.1M
as of Jul 2, 2024
no Form DEarly deployment
Team
14 current, 5 former
Managing partner (7)
5 former (kept with end dates)
Portfolio
89 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
P••••••• H•••••• I•••Role unknownactiveMay 18, 2026
form d related person first sale
4 monthsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••••• I•••Role unknownactiveJul 26, 2024
form d related person first sale
2.2 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••Role unknownactiveSep 21, 2023
form d related person first sale
3.0 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••• A••••••••Role unknownactiveOct 4, 2021
form d related person first sale
5.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
8• C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
8•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••••• V•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
d•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
E•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F••••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
G•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I••••• H•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I••••••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
K• V•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
k•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
L•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
m•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
m•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
n••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
N••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
N••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
O•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
o••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Q•••••• B•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R••••• N•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• V•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• V•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••• 1•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• K•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
t•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
t•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
v•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
W•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Z•••• •••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
1 most recent
Across the graphs

F•••••• C•••••• P•••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent Sponsors1RIA and Wealth1

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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