DFX Intelligence
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R•• • B••• V•••••••
Venture firm with private equity activityClassification probableLower middle marketSEC exempt reporting adviser· Philadelphia, PAr•••••••••.vc
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $1.7M
- PE funds
- 1
- Investments held
- 31 of 38
- 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 technology
- Graphs 1
Classification
How this organization is classified, and on what basisVenture firm with private equity activity · 3 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- SECONDARIES
Classification history (3)
- Sep 18, 2026Venture firm with private equity activity (probable, 80%, cls-pe-2)own website statement“••• Locked”r•••••••••.vc
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser SYNDICATE_PLATFORM and its name reads venture
- Sep 13, 2026Venture 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
- exempt reporting adviser
- Form ADV filings
- Nov 11, 2020 to Mar 31, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $1.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $42.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 13%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $1.7M, Venture Capital Fund $36.5M, latest counts Private Equity Fund 1, Venture Capital Fund 7, lifetime distinct Private Equity Fund 1, Venture Capital Fund 7
- Employees
- unknown
- Headquarters
- Philadelphia, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
38 observed deals
Stated by the firm
- Sectors
- technology
- 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
- ••• Locked
Observed from deals on record
- roles
- unknown 38
- period
- to unknown, from unknown, undated holdings 38, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 38
- companies
- 38
- geography
- count 2, share 0.053, value NY
- investments
- 38
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 23
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.158, value consumer products, examples Harper Wilde, Primary, Walmart, Colugo, count 4, share 0.105, value media telecom, examples goTenna, Burrow, Cafe.com, BDG, count 2, share 0.053, value healthcare it, examples prognos health, MD Ally, count 2, share 0.053, value consumer services, examples Wonder, Havenly, count 2, share 0.053, value software, examples Curalate, Exyn, count 2, share 0.053, value life sciences, examples Strella Biotech, Strella Biotechnology, count 1, share 0.026, value healthcare services, examples Paloma Health, count 1, share 0.026, value aerospace defense, examples Vertiq
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 6, share 0.158, value consumer products, examples Harper Wilde, Primary, Walmart, Colugo, count 4, share 0.105, value media telecom, examples goTenna, Burrow, Cafe.com, BDG, count 2, share 0.053, value healthcare it, examples prognos health, MD Ally, count 2, share 0.053, value other personal services, examples Wonder, Havenly, count 2, share 0.053, value vertical software, examples Curalate, Exyn, count 2, share 0.053, value life sciences, examples Strella Biotech, Strella Biotechnology, count 1, share 0.026, value outpatient specialty clinics, examples Paloma Health, count 1, share 0.026, value aerospace defense, examples Vertiq
38 companies on the graph (0 transactions); most in consumer products (6); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•• • B••• B••••• A•••• F••• I•• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $1.7M as of Mar 29, 2024 | no Form D | Unknown |
Team
3 current, 0 former
Partner (3)
- B•••• D•••• T••••• · Member - Common Units · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• D•••• T••••• · Managing Director @ R•• • B••• V••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B•••• A•••••• · Member - Common Units · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
38 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
1 most recent
- Nov 11, 2020••• Locked
Across the graphs
R•• • B••• V••••••• is the same institution as 1 record in Venture Capital.
Venture Capital1
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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