DFX Intelligence
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B••••••••• C•••••• M••••••••• L••
Fund of fundsClassification probableunsizedSEC registered investment adviser· Menlo Park, CAb•••••••••.com
Fund of funds, based in Menlo Park, CA.
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
- $764M
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 4
- RAUM $764M
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Sep 5, 2024
- RAUM
- $764Mregulatory 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
- $76.7Mevery 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 2024-09-05, latest gav Real Estate Fund $10,835, Other Private Fund $1.3M, Venture Capital Fund $75.4M, latest counts Real Estate Fund 1, Other Private Fund 2, Venture Capital Fund 5, lifetime distinct Real Estate Fund 1, Other Private Fund 2, Venture Capital Fund 6
- Employees
- 7
- Headquarters
- Menlo Park, 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
- 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.
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••••••• V••••••• T••••••• I• ADV: Venture Capital Fund | Fund of funds | 2014 first reported on Form ADV | $39.7M as of Sep 5, 2024 | no Form D | Mature | |
| B••••••••• V••••••• R•••••• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2014 first reported on Form ADV | $782,490 as of Jul 9, 2021 | no Form D | Wound down | |
| B••••••••• P•••••• E••••• P•••••••• L•• ADV: Other P•••••• Fund | Fund of funds | unknown | $689,175 as of Sep 5, 2024 | no Form D | Harvest |
Team
2 current, 3 former
Managing partner (1)
- S•••••• S•••••• · Managing Member · since Jun 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- L•••• J••• T••••• · Chief Operating Officer/Chief Compliance Officer · since Jul 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- K•••••• M•••••• C•••••• · Chief Compliance Officer · Jan 1, 2008 to Apr 1, 2013 Inference
- R••••• F• S••••• · Chief Compliance Officer · Sep 1, 2013 to Aug 14, 2018 Inference
- P••••••• K•••••••• · Principal · Feb 1, 2008 to Mar 31, 2022 Inference
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
- Sep 1, 2026Adviser CRD 140262 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 28, 2012B••••••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
B••••••••• C•••••• M••••••••• L•• is the same institution as 4 records in Venture Capital, RIA and Wealth, Private Credit and Real Estate Funds.
Venture Capital1RIA and Wealth1Private Credit1Real Estate Funds1
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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