Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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G•••••••• C••••••
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser MULTI_STAGE_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 MULTI_STAGE_VC
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 87 sworn Venture Capital Funds against 0 Private Equity Funds over 2011-2024
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 31, 2015 to Oct 1, 2024
- RAUM
- $9.5Bregulatory 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
- $9.5Bevery 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 2024-10-01, latest gav Other Private Fund $436M, Venture Capital Fund $9.1B, latest counts Other Private Fund 2, Venture Capital Fund 43, lifetime distinct Hedge Fund 1, Other Private Fund 4, Venture Capital Fund 87
- Employees
- 63
- Headquarters
- Orinda, CA
- Office address
- 4 ORINDA WAY, SUITE 200-C, Orinda, CA, 94563
- Business phone
- 415.942.5322
- 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
- roles
- minority 2
- period
- to 2026-09-02, from 2026-01-15, undated holdings 0, dated observations 2
- window
- last unknown, first unknown
- control
- minority 2
- companies
- 2
- geography
- investments
- 2
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
2 companies on the graph (0 transactions); observed 2026 to 2026
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G•• 0•• ADV: Other Private Fund | buyout or unlabelled | 2017 first reported on Form ADV | $179M as of Mar 31, 2021 | no Form D | Active deployment | |
| G•• 0•• ADV: Other Private Fund | buyout or unlabelled | 2017 first reported on Form ADV | $18.1M as of Oct 16, 2020 | no Form D | Wound down |
- B••••••• S•••• P••••• · Managing Director · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• M•••• · Managing Director · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••••••• W••••••• S•••••• · General Counsel · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• H•••••• L•• · Chief Financial Officer · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• D••••• B••••••• · Chief Compliance Officer · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- S••••• J••••••• T••• · Chief Compliance Officer · Apr 1, 2014 to Jul 13, 2017 Inference
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| M••••• B••••• | Minority | active | Sep 2, 2026 venture round | 1 months | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| M•••• | Minority | active | Jan 15, 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) |
- Dec 31, 2025P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• reports G•••••••• C•••••• Opportunities Fund III: $100,000,000 committed, vintage 2020, net IRR 18.7%Lp commitment disclosedFactP••••••••• P••••• S••••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• reports G•••••••• C•••••• Opportunities Fund V LP: $100,000,000 committed, vintage 2023, net IRR 24.4%Lp commitment disclosedFactP••••••••• P••••• S••••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2015G•••••••• C•••••• first filed Form ADV in the extract (IA)
G•••••••• C•••••• is the same institution as 3 records in Venture Capital, RIA and Wealth and Allocators.
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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