DFX Intelligence
Private Equity Intelligence
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Firms / M••••••••• M••••••••• C•••••••••
M••••••••• M••••••••• C•••••••••
Venture firm with private equity activity · probableLower middle marketPortola Valley, CAm•••••••••.comSEC registered investment adviser
M••••••••• is a premier venture capital and private equity firm, dedicated to helping create companies of value for more than 40 years. Our Information Technology, Life Sciences and Private Equity teams have worked with outstanding entrepreneurs to build more than 300 companies.
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser MICRO_VC
- Size band
- Lower middle marketdefined by: proxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-05-14
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser MICRO_VC
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 7 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to May 14, 2024
- RAUM
- $107Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $68.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $107Mevery private fund type, latest filing
- 2024 PE fund GAV
- $68.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 71%
- Fund type mix
- filed 2024-05-14, latest gav Private Equity Fund $68.9M, Venture Capital Fund $37.9M, latest counts Private Equity Fund 2, Venture Capital Fund 1, lifetime distinct Private Equity Fund 5, Venture Capital Fund 2
- Employees
- 14
- Headquarters
- Portola Valley, CA
- Office address
- 3200 ALPINE ROAD, Portola Valley, CA, 94028
- Business phone
- 650-388-7600
Stated criteria beside observed behaviour
69 observed deals
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
- roles
- unknown 69
- period
- to unknown, from unknown, undated holdings 69, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 69
- companies
- 69
- geography
- investments
- 69
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 15
- disclosed value usd
- n 0
- sector distribution
- count 8, share 0.116, value software, examples Illustra, NuoDB, Brion Technologies, TimesTen, count 4, share 0.058, value media telecom, examples Adara Media, Endwave, Paratek Microwave, Crossbow Technology, count 1, share 0.014, value tech enabled services, examples Big Switch Networks, count 1, share 0.014, value financial services, examples LendingClub, count 1, share 0.014, value industrial manufacturing, examples Peregrine Semiconductor
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 8, share 0.116, value software, examples Illustra, NuoDB, Brion Technologies, TimesTen, count 4, share 0.058, value media telecom, examples Adara Media, Endwave, Paratek Microwave, Crossbow Technology, count 1, share 0.014, value data processing hosting, examples Big Switch Networks, count 1, share 0.014, value financial services, examples LendingClub, count 1, share 0.014, value miscellaneous manufacturing, examples Peregrine Semiconductor
69 companies on the graph (0 transactions); most in software (8); no dated observations
Funds
3 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••••• P••••••• V•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $57.2M as of May 14, 2024 | no Form D | Harvest | |
| M••••••••• P••••••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $11.6M as of May 14, 2024 | no Form D | Harvest | |
| M••••••••• P••••••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 31, 2017 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| M•• P••••••• L• | Private Equity Fund | 2013 to 2014 | $59.3M filed Mar 18, 2014 | adviserinfo.sec.gov | |
| M•• P••••••• P• L• | Private Equity Fund | 2014 to 2014 | $19.3M filed Mar 18, 2014 | adviserinfo.sec.gov |
Team
14 current, 12 former
Partner (13)
- B•• P•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• J••••• M••••••••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner · since Jun 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• J••••• M••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• R••••• L••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• R••••• L••••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner, Director · since Jun 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• A••••• P•••• · M••••••••• M••••••••• C••••••••• Shareholder & Partner, Director · since Sep 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• D••••• L•••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner Emeritus · since Jun 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• G•••• T••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner, Director · since Jun 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• E••• C••••••••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner · since Jun 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• A•• L••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner · since Sep 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• A•• L••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• C••••••• B••••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner · since Jun 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• D••••••• P•••• · M••••••••• M••••••••• C••••••••• Shareholder, Partner · since May 1, 1981 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- T••••• J••• B••••••• · Chief Financial Officer & Cco · since Oct 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
12 former (kept with end dates)
- J••••• L••••••• · Trustee · Jun 1, 2014 to Mar 29, 2018 Inference
- J•••• W• L••••••• · Trustee · Jun 1, 2014 to Mar 29, 2018 Inference
- L••••• F•••••• M••••• · Trustee · May 1, 2008 to Mar 29, 2018 Inference
- L••• P•••• · Trustee · Sep 1, 1994 to Mar 29, 2018 Inference
- T••••••• S•••• L••• · Trustee · May 1, 2008 to Mar 29, 2018 Inference
- C•••• M•• W• · Member Of M••••••••• Advisors Ix, Llc · Dec 1, 2008 to Mar 29, 2018 Inference
- G••• E•••••••• M••••••••• · General Partner · Oct 1, 1998 to Mar 29, 2018 Inference
- J•••• W•••••• B•••••••• · Shareholder, Partner · Jun 1, 2009 to Jan 27, 2016 Inference
- T••••• L• B••••• · General Partner · Aug 1, 2006 to Mar 29, 2018 Inference
- T••• W••••••• M••••••••• · General Partner · Oct 1, 1998 to Mar 29, 2018 Inference
- L••• L••• P•••••••• · Vp Of Finance · Jan 1, 2013 to Mar 18, 2014 Inference
- S•••• D••• W•••••• · Partner, Coo & Cco · Jan 1, 2013 to Jan 27, 2016 Inference
Portfolio
69 relationships, 0 platforms, 0 add-ons
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
1 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in M••••••••• P••••••• V•••• L••• $10.0M osc.ny.gov
Events
2 most recent
- Aug 26, 2026M••••••••• M••••••••• C•••••••••: Private Equity Funds on Form ADV 2 (2024 extract) -> 1 (roster 2026-09-01)
- Feb 13, 2012M••••••••• M••••••••• C••••••••• first filed Form ADV in the extract (IA)
Across the graphs
M••••••••• M••••••••• 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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