DFX Intelligence

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B••••••• V•••••• P•••••••

Venture firm with private equity activityClassification probableLower middle marketSEC registered investment adviser· Larchmont, NYb•••••••.vp

Venture firm with private equity activity, based in Larchmont, NY.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-16 · identity and classification; each section below carries its own date

Regulatory AUM: $18B
PE fund assets: $779M
PE funds: 4
Investments held: 35 of 35
Deals, last 12 months: Not established

Funds and vehicles Team (13)Transactions

As of 2026-09-16 · identity and classification; each section below carries its own date

Why this matters

Also held on 5 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 5
Reported $18B of regulatory assets at its last Form ADV filing.
2024-06-20
RAUM $18B

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 MULTI_STAGE_VC and its name reads venture
Size band: Lower middle marketdefined by: proxy: $0.78bn Private Equity Fund GAV on the Form ADV filed 2024-06-20

Classification history (2)

Sep 13, 2026
Venture firm with private equity activity (probable, 70%, cls-pe-2)
R1c: the venture graph classifies the same adviser MULTI_STAGE_VC and its name reads venture
Sep 13, 2026
Venture firm with private equity activity (probable, 70%, cls-pe-1)
R3: 44 sworn Venture Capital Funds against 4 Private Equity Funds over 2011-2024

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 29, 2012 to Jun 20, 2024
RAUM: $18Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 4
PE fund GAV, latest filing: $779Mreported gross assets (Form ADV), not fund size
All private fund GAV: $18Bevery private fund type, latest filing
2024 PE fund GAV: $779Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 8%
Fund type mix: filed 2024-06-20, latest gav Private Equity Fund $779M, Venture Capital Fund $17B, latest counts Private Equity Fund 4, Venture Capital Fund 26, lifetime distinct Private Equity Fund 4, Venture Capital Fund 44
Employees: 220
Headquarters: Larchmont, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

35 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 13, minority 22
period: to 2026-09-10, from 2025-09-25, undated holdings 13, dated observations 22
window: last unknown, first unknown
control: unknown 13, minority 22
companies: 35
geography: count 2, share 0.057, value NY, count 1, share 0.029, value PA, count 1, share 0.029, value DE
investments: 35
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 2
disclosed value usd: n 0
sector distribution: count 1, share 0.029, value healthcare it, examples Mural Health Technologies, Inc., count 1, share 0.029, value media telecom, examples Axion
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.029, value healthcare it, examples Mural Health Technologies, Inc., count 1, share 0.029, value media telecom, examples Axion

35 companies on the graph (0 transactions); most in healthcare it (1); observed 2025 to 2026

Funds

4 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
G•••• C•••••••• P•• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$21.2M as of Jun 20, 2024	no Form D	Unknown
B•• F•••• I••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$449M as of Jun 20, 2024	no Form D	Unknown
B•• F•••• I••••••••• a• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$236M as of Jun 20, 2024	no Form D	Unknown
B•• F••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$73.2M as of Jun 20, 2024	no Form D	Unknown

Team

13 current, 4 former

Managing partner (11)

A••• R•••• F••••• · Managing Member · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A••• R••••• F•••••• · Managing Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B•••• F•••••••• · Managing Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B•••• B•••• D••••• · Managing Member · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• J••••• C•••• · Managing Member · since Jan 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• S••• L••••• · Managing Member · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• K••• B•••••• · Managing Member · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••••• P••• G•••••• · Managing Member · since Jan 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••••• •••• G••••• · Chief Operating Officer And Managing Member · since Jan 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••• S•••••• R••• · General Counsel, Chief Strategy Officer, And Managing Member · since Jan 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••••• K•••• · Managing Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (2)

J•••• B•••••••• · Chief Compliance Officer And Counsel · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••• B•••• · Chief Financial Officer · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

4 former (kept with end dates)

E•••• K••••••• · Managing Member · Jan 1, 2021 to Jun 20, 2024 Inference
J••• E••••• C••••••• · Managing Member · Jan 1, 2002 to Mar 31, 2021 Inference
R••••• M•••••• S••••• · Managing Member · Jan 1, 2004 to Mar 31, 2021 Inference
R•••• S•••••• C•••••• · Managing Member · Jan 1, 2002 to Jul 12, 2012 Inference

Portfolio

35 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
G•••• A•	Minority	active	Sep 10, 2026 venture round	0 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••••	Minority	active	Sep 9, 2026 venture round	0 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
E••••••••• T•••	Minority	active	Aug 6, 2026 venture round	2 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••• I•••	Minority	active	Jul 28, 2026 venture round	2 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Q•• S•••••••	Minority	active	Jul 9, 2026 venture round	3 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••• D•••••••	Minority	active	Jun 30, 2026 venture round	3 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••	Minority	active	Jun 1, 2026 venture round	4 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Z••	Minority	active	May 5, 2026 venture round	5 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••••• H•••••	Minority	active	Apr 22, 2026 venture round	5 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H•••••••••	Minority	active	Apr 15, 2026 venture round	5 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
W••••••••	Minority	active	Mar 12, 2026 venture round	6 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
N••• A•	Minority	active	Feb 26, 2026 venture round	7 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B••••••	Minority	active	Feb 17, 2026 venture round	7 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••• B•• I•••	Minority	active	Jan 13, 2026 venture round	8 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••	Minority	active	Jan 9, 2026 venture round	9 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T••••••	Minority	active	Dec 22, 2025 venture round	9 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••	Minority	active	Dec 15, 2025 venture round	9 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••	Minority	active	Oct 22, 2025 venture round	11 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••••••	Minority	active	Oct 16, 2025 venture round	11 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A• f••• G••••	Minority	active	Oct 15, 2025 venture round	11 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B•••• T•••••	Minority	active	Oct 14, 2025 venture round	11 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V••••••	Minority	active	Sep 25, 2025 venture round	12 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B••• M••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F•••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••• H••••• T••••••••• I•••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
N••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
O•••••• D•••••••• I•••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
O••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
t•••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
U•••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

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

6 disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• $115M calpers.ca.gov
C••••••••• P••••• E••••••••• R••••••••• S••••• in B•• F•••• I••••••••• L••• $35.0M calpers.ca.gov
C••••••••• S•••• T•••••••• R••••••••• S••••• $30.0M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in B•• F•••• I••••••••• L••• $20.0M calstrs.com
L•• A•••••• C••• E••••••••• R••••••••• S••••• $25.0M lacers.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• $25.0M lacers.org

Events

6 most recent

May 13, 2026
B••••••• V•••••• P•••••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 8 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Dec 31, 2025
L•• A•••••• C••• E••••••••• R••••••••• S••••• reports B••••••• V•••••• P••••••• XII I••••••••• Fund: $25,000,000 committed, vintage 2022, net IRR 24.9%
Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Dec 31, 2025
C••••••••• P••••• E••••••••• R••••••••• S••••• reports B••••••• V•••••• P••••••• XII I••••••••• L.P.: $115,000,000 committed, vintage 2024
Lp commitment disclosedFactC••••••••• P••••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Jun 30, 2025
C••••••••• S•••• T•••••••• R••••••••• S••••• reports B••••••• V•••••• P••••••• XII: $30,000,000 committed, vintage 2024, net IRR -4.5%
Lp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Jun 30, 2022
L•• A•••••• C••• E••••••••• R••••••••• S••••• reports B••••••• V•••••• P••••••• XII I••••••••• Fund: $25,000,000 committed, vintage 2022
Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Mar 29, 2012
B••••••• V•••••• P••••••• first filed Form ADV in the extract (ERA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness97 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9666666666666667,"evidence":"6 method: sum of component points, capped at 1.0
model score-pe-1
Research priority35 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-22items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, transactions, stated criteria, lenders, intermediaries
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Family Office Intelligence (matched on shared crd)
Independent Sponsor Intelligence (matched on shared crd)
Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 6 days ago
Observations: 25
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

B••••••• V•••••• P••••••• is the same institution as 5 records in Family Offices, Independent Sponsors, Venture Capital, RIA and Wealth and Allocators.

Family Offices1Independent Sponsors1Venture Capital1RIA 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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