DFX Intelligence
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M•• B••••••••
Venture firm with private equity activityClassification probableunsizedSEC registered investment adviser· Boston, MAm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.6B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- 16 of 24
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors life_sciencesGeography Global
- Graphs 2
- RAUM $3.6B
Classification
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
- R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
- 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%, cls-pe-2)R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 33 sworn Venture Capital Funds against 0 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Apr 28, 2026
- RAUM
- $3.6Bregulatory 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
- $3.5Bevery 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
- filed 2024-06-26, latest gav Hedge Fund $253M, Other Private Fund $1.5B, Venture Capital Fund $1.5B, latest counts Hedge Fund 2, Other Private Fund 2, Venture Capital Fund 17, lifetime distinct Hedge Fund 2, Other Private Fund 2, Venture Capital Fund 33
- Employees
- 50
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
- Sectors
- life sciences
- Geography
- Global
- 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 23, minority 1
- period
- to 2025-12-01, from 2025-12-01, undated holdings 23, dated observations 1
- window
- last unknown, first unknown
- control
- unknown 23, minority 1
- companies
- 24
- geography
- count 3, share 0.125, value MA, count 2, share 0.083, value CA, count 1, share 0.042, value NJ
- investments
- 24
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.083, value healthcare services, examples Cullinan Oncology, Aktis Oncology, Inc., count 1, share 0.042, value life sciences, examples Antivabio
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.083, value outpatient specialty clinics, examples Cullinan Oncology, Aktis Oncology, Inc., count 1, share 0.042, value life sciences, examples Antivabio
24 companies on the graph (0 transactions); most in healthcare services (2); observed 2025 to 2025
n 6, kind geography, period to 2025-12-01, from 2025-12-01, undated holdings 23, dated observations 1, stated Global, observed share outside 1, observed outside stated CA 2, MA 3, NJ 1
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•• B••••••••• 2•••• L••• ADV: Venture Capital Fund | buyout or unlabelled | 2022 year in the fund name | $345M as of Jun 26, 2024 | no Form D | Early deployment |
Team
10 current, 11 former
Partner (2)
- L••• B•••• E•••• · Member · since Dec 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• F•••• · Managing Director · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (3)
- A•••••• S• G•••••• · Trustee · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• G•• B••••• · Trustee · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• K••••• · Trustee · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- B•••••• M•••••• F•••• · Chief Compliance Officer · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• L•• L••••••• · Partner, Finance And Operations · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• S••••• R•••••• · General Counsel · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (2)
- L••• E••••• P•••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••• H••••• P•••• · Strategic Advisor, APAC · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
11 former (kept with end dates)
- B••• G••••••• · Managing Director · Nov 1, 2015 to Mar 28, 2019 Inference
- E••••• M••••• H•••••• · Managing Director · Nov 1, 2015 to Mar 30, 2023 Inference
- J•••• P••• S•••• · Managing Director · Nov 1, 2015 to Mar 30, 2018 Inference
- S••••• S•• P•••• · Managing Director · Jan 1, 2004 to Mar 18, 2013 Inference
- V••••• K•••••• · Managing Director · May 1, 2005 to Apr 1, 2015 Inference
- H••••• B•••• R•••• · Chief Compliance Officer · Mar 1, 2018 to Jul 16, 2019 Inference
- J••• W•••••• C•••••• · Chief Compliance Officer · Mar 1, 2022 to Nov 17, 2022 Inference
- J••• W• V••••• V••• · Managing Director, Chief Operating Officer & Chief Compliance Officer · May 1, 2005 to Sep 19, 2013 Inference
- L••••• C••••• · Chief Financial Officer · Nov 1, 2015 to Jul 16, 2019 Inference
- N••••••• M•••• M•••••• · General Counsel And Chief Compliance Officer · Jun 1, 2019 to Mar 23, 2022 Inference
- S•••• R••• · Chief Operating Officer And General Counsel · Nov 1, 2015 to Jul 16, 2019 Inference
Portfolio
24 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
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
19 most recent
- Aug 11, 2026••• Locked
- Jul 29, 2026••• Locked
- Jun 8, 2026••• Locked
- Feb 9, 2026••• Locked
- Mar 31, 2025••• Locked
- Jan 8, 2025••• Locked
- Jan 8, 2025••• Locked
- Nov 14, 2024••• Locked
- Nov 14, 2024••• Locked
- Oct 1, 2024••• Locked
- Jul 9, 2024••• Locked
- May 23, 2024••• Locked
- Apr 11, 2024••• Locked
- Feb 27, 2024••• Locked
- Oct 10, 2023••• Locked
- Sep 28, 2023••• Locked
- Apr 27, 2023••• Locked
- Jun 2, 2022••• Locked
- Mar 28, 2012••• Locked
Across the graphs
M•• B•••••••• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA 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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