DFX Intelligence
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T••••• W••••• C•••••• M••••••••• L••
Venture firm with private equity activityClassification probableunsizedSEC registered investment adviser· San Francisco, CAt••••••.com
Venture firm with private equity activity, based in San Francisco, 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
- $2.9M
- 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 2
- RAUM $2.9M
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 CORPORATE_VENTURE
- 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 CORPORATE_VENTURE
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 6 sworn Venture Capital Funds against 5 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 24, 2017
- RAUM
- $2.9Mregulatory 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
- $3.3Mevery 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
- 46%
- Fund type mix
- filed 2017-03-24, latest gav Venture Capital Fund $3.3M, latest counts Venture Capital Fund 3, lifetime distinct Private Equity Fund 5, Venture Capital Fund 6
- Employees
- 9
- Headquarters
- San Francisco, 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
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• 2••• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2001 year in the fund name | $5.2M as of Mar 28, 2013 | no Form D | Unknown | |
| T••••••• C•••••• P••••••• 2•••• L••• ADV: Private Equity Fund | Buyout fund | 2000 year in the fund name | $4,630 as of Feb 8, 2013 | no Form D | Wound down | |
| T••••••• C•••••• P••••••• 1•••• L••• ADV: Private Equity Fund | Buyout fund | 1999 year in the fund name | $14.4M as of Mar 28, 2013 | no Form D | Unknown | |
| T••••• W••••• S•••••••• O••••••••• P•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $10.5M as of May 13, 2013 | no Form D | Unknown | |
| T••••• W••••• G••••• G••••• P••••••• ••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $2.2M as of Mar 24, 2017 | no Form D | Harvest | |
| T••••• W••••• G••••• G••••• P••••••• ••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $722,210 as of Mar 24, 2017 | no Form D | Harvest | |
| T••••• W••••• G••••• G••••• P••••••• E••••••• F•••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $394,322 as of Mar 24, 2017 | no Form D | Harvest | |
| T••••• W••••• C•••••• P••••••• E••••••• F•••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $214,000 as of Sep 12, 2014 | no Form D | Wound down |
Team
6 current, 7 former
Managing partner (2)
- S•••• A•••• R•••••• · President · since Mar 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• W••••• W••••• · Chairman, Board Of Managers · since May 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- C•••••• P•••• · Chief Operating Officer · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••••••• A••• W•••••• · Chief Compliance Officer · since Apr 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• C••••••• C•••• · Chief Legal Officer · 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)
- R•••• M•••• A••••• · Chief Financial Officer · since May 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- M••• P••••• F••••• · Chief Legal Officer · Mar 1, 2007 to Mar 17, 2015 Inference
- M•••••• S•••••• M•••••• · Chief Compliance Officer · Mar 1, 2014 to Apr 28, 2014 Inference
- M•••••• J•••• D•••••• · Chief Financial Officer · Jul 1, 2012 to Oct 15, 2012 Inference
- M••••••• M••••••• C•••••• · Cfo · Nov 1, 2012 to May 27, 2016 Inference
- P•••• R•••••• G•••••• · Chief Compliance Officer · Sep 1, 2012 to May 13, 2013 Inference
- R••• S•••••••• K•••••• · Chief Compliance Officer · May 1, 2013 to Mar 31, 2014 Inference
- S••••• S•••••• S•••••• · Chief Financial Officer · Apr 1, 2008 to Jul 12, 2012 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, 2026••• Locked
- Mar 30, 2012••• Locked
Across the graphs
T••••• W••••• C•••••• M••••••••• L•• 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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