DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••••• C••••••• I•••
Latest filing Mar 27, 2026
First filing on the tape Apr 2, 2012 · 23 filings
SEC status approved since Feb 25, 2000
RAUM
$3.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
34
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
33
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$3.9B as of Mar 27, 2026
Apr 2, 2012$1.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 2, 20120 then
Employees (5.A)34 as of Mar 27, 2026
Apr 1, 201344 then
Private funds33 as of Mar 27, 2026
Apr 2, 201223 then
RAUM -19% over the last fiscal year-8.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $119MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -19%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
48 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• V••••••• V••• L• | Venture Capital Fund | $893M | 43 | Mar 28, 2014 |
| C•••••••• C•••••••• F••• V•• L• | Hedge Fund | $545M | 98 | Apr 2, 2012 |
| C•••••••• C•••••••• F••• V••• L• | Hedge Fund | $451M | 89 | Mar 30, 2016 |
| C•••••••• C•••••••• F••• V•••• L• | Hedge Fund | $429M | 94 | Mar 30, 2020 |
| C•••••••• V••••••• V••••• L• | Venture Capital Fund | $383M | 16 | Mar 28, 2014 |
| C•••••••• V••••••• I•• L•• | Venture Capital Fund | $234M | 49 | Mar 29, 2021 |
| C•••••••• V••••••• V•••• L• | Venture Capital Fund | $229M | 47 | Mar 29, 2018 |
| C•••••••• C•••••••• F••• V••••• L•no longer reported | Hedge Fund | $225M | 73 | Mar 30, 2016 |
| C•••••••• V••••••• X• L• | Venture Capital Fund | $222M | 53 | Mar 31, 2023 |
| D•••• G••••• F•••• L• | Hedge Fund | $215M | 32 | Apr 2, 2012 |
| C•••••••• E••••••• G••••• F•••• L• | Hedge Fund | $209M | 41 | Apr 2, 2012 |
| C•••••••• V••••••• V•••••• L• | Venture Capital Fund | $136M | 31 | Mar 29, 2018 |
| C•••••••• V••••••• X••• L• | Venture Capital Fund | $125M | 42 | Mar 31, 2023 |
| C•••••••• E•••••••• F••• I• L• | Venture Capital Fund | $124M | 47 | Mar 30, 2020 |
| C•••••••• V••••••• I•••• L•• | Venture Capital Fund | $123M | 34 | Mar 29, 2021 |
| C•••••••• B•••••• V••• L•• | Venture Capital Fund | $97.0M | 10 | Mar 28, 2014 |
| C•••••••• V••••••• V•• L••• | Venture Capital Fund | $90.1M | 36 | Apr 2, 2012 |
| C•••••••• V••••••• V• L••••••••• F•••• L•• | Venture Capital Fund | $79.6M | 76 | Mar 24, 2022 |
| C•••••••• V••••••• V• L•••no longer reported | Venture Capital Fund | $63.7M | 63 | Apr 2, 2012 |
| C•••••••• E•••••••• F••• I•• L••• | Venture Capital Fund | $54.4M | 14 | Mar 28, 2024 |
| C•••••••• V••••••• C• L•• | Venture Capital Fund | $52.1M | 15 | Mar 29, 2021 |
| C•••••••• E••••••• G••••• P•••••••• L•no longer reported | Hedge Fund | $51.9M | 18 | Apr 2, 2012 |
| C•••••••• C•••••••• F••• V•••••• L• | Hedge Fund | $49.9M | 44 | Mar 30, 2020 |
| C•••••••• W•••••••• F•••• L• | Hedge Fund | $33.6M | 13 | Mar 31, 2023 |
| C•••••••• V••••••• V•••• L••• | Venture Capital Fund | $25.3M | 3 | Apr 2, 2012 |
| C•••••••• B••• L••• V•••••••• L• | Venture Capital Fund | $25.0M | 2 | Mar 26, 2019 |
| C•••••••• C•••••••• F••• V• L• | Hedge Fund | $24.1M | 93 | Apr 2, 2012 |
| C•••••••• B•••••• V•••• L•• | Venture Capital Fund | $20.3M | 5 | Mar 26, 2019 |
| C•••••••• V••••••• I•• L•••no longer reported | Venture Capital Fund | $14.5M | 52 | Apr 2, 2012 |
| C•••••••• O••••••• E••••••• G••••• F••• L••• | Hedge Fund | $14.3M | 1 | Mar 31, 2023 |
| C•••••••• C•••••••• F••• I•• L•no longer reported | Hedge Fund | $10.2M | 92 | Apr 2, 2012 |
| O••••••• C•••••••• V••••••• V• U••• T••••no longer reported | Venture Capital Fund | $9.7M | 5 | Apr 2, 2012 |
| O••••••• C•••••••• V••••••• V• U••• T•••• | Venture Capital Fund | $8.3M | 3 | Apr 2, 2012 |
| C•••••••• B•••••• I•• L• | Venture Capital Fund | $7.2M | 5 | Mar 24, 2022 |
| C•••••••• V••••••• W• L•• | Venture Capital Fund | $6.8M | 4 | Mar 24, 2022 |
| B••• B••••••• L•• | Venture Capital Fund | $5.4M | 4 | Apr 2, 2012 |
| C•••••••• B•••••• V• L••no longer reported | Venture Capital Fund | $4.5M | 7 | Apr 2, 2012 |
| C•••••••• B•••••• X• L• | Venture Capital Fund | $4.2M | 0 | Mar 28, 2024 |
| C•••••••• O••••••• V••••••• I•• U••• T••••no longer reported | Venture Capital Fund | $3.5M | 2 | Apr 2, 2012 |
| C•••••••• B•••••• V•• L•• | Venture Capital Fund | $2.8M | 9 | Apr 2, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••• E•••• J••• · General Partner; Ownercontrolsince 12/2015 · owns 10% to 25%
- O••••• M••••••• N•••••• · Partner; Chief Financial Officercontrolsince 08/2016 · owns less than 5%
- S••••••••• D••••• R•••••• · General Partner; Ownercontrolsince 12/2015 · owns 10% to 25%
- S••••• M••••••• J••••• · President; General Partner; Ownercontrolsince 01/1999 · owns 50% to 75%
- S••••••• M•••••• Z••••• · Partner; Chief Compliance Officercontrolsince 08/2016 · owns less than 5%
- B•••••• T•••••• E••••• · General Partner; Ownersince 12/2004 · owns 5% to 10%
- F••••••• J••••• M••••••• P•••••• · General Partner; Ownersince 04/2007 · owns 5% to 10%
- M••••• D•••••• T••••• · General Partner; Ownersince 01/2016 · owns less than 5%
Related persons
Schedule D 7.A
- C•••••••• C•••••• M••••••••• L••investment adviserpooled vehicle sponsorn
- C•••••••• V••••••• I• H•••••••• L•••••pooled vehicle sponsorn
- C•••••••• V••••••• V• H•••••••• L••pooled vehicle sponsorn
- C•••••••• V••••••• V• H•••••••• L•••••pooled vehicle sponsorn
- C•••••••• V••••••• V•• H•••••••• L•••••pooled vehicle sponsorn
- C•••••••• V••••••• V••• H•••••••• L••pooled vehicle sponsorn
- C•••••••• V••••••• X• H•••••••• L•••••pooled vehicle sponsorn
- C•••••••• F••• V• M••••••••• L•••••pooled vehicle sponsorn
- C•••••••• F••• V• M••••••••• L•••••pooled vehicle sponsorn
- C•••••••• F••• V•• M••••••••• L•••••pooled vehicle sponsorn
- C•••••••• F••• V••• M••••••••• L••pooled vehicle sponsorn
- D•••• G••••• M••••••••• L••pooled vehicle sponsorn
- E•••••••• I• H•••••••• L••pooled vehicle sponsorn
- E•••••••• I• H•••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 34 to 33Mar 28, 2025 to Mar 27, 2026
- Pooled vehicle clients · 34 to 33Mar 28, 2025 to Mar 27, 2026
- Employees · 32 to 34Mar 28, 2025 to Mar 27, 2026
- Private funds · 34 to 33Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $4.8B to $3.9BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $4.8B to $3.9BMar 28, 2025 to Mar 27, 2026
- RAUM · $4.8B to $3.9BMar 28, 2025 to Mar 27, 2026
- Accounts · 33 to 34Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 33 to 34Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 33 to 34Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.9B to $4.8BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.9B to $4.8BMar 28, 2024 to Mar 28, 2025
- RAUM · $4.9B to $4.8BMar 28, 2024 to Mar 28, 2025
- Accounts · 31 to 33Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 31 to 33Mar 31, 2023 to Mar 28, 2024
- Employees · 30 to 32Mar 31, 2023 to Mar 28, 2024
- Private funds · 31 to 33Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.1B to $4.9BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $5.1B to $4.9BMar 31, 2023 to Mar 28, 2024
- RAUM · $5.1B to $4.9BMar 31, 2023 to Mar 28, 2024
- Accounts · 27 to 31Mar 24, 2022 to Mar 31, 2023
- Pooled vehicle clients · 27 to 31Mar 24, 2022 to Mar 31, 2023
- Employees · 32 to 30Mar 24, 2022 to Mar 31, 2023
- HQ city · unset to MENLO PARKMar 24, 2022 to Mar 31, 2023
- HQ state · unset to CAMar 24, 2022 to Mar 31, 2023
- Private funds · 26 to 31Mar 24, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.3B to $5.1BMar 24, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $5.3B to $5.1BMar 24, 2022 to Mar 31, 2023
- RAUM · $5.3B to $5.1BMar 24, 2022 to Mar 31, 2023
- Employees · 31 to 32Mar 29, 2021 to Mar 24, 2022
- Discretionary RAUM · $4.0B to $5.3BMar 29, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $4.0B to $5.3BMar 29, 2021 to Mar 24, 2022
- RAUM · $4.0B to $5.3BMar 29, 2021 to Mar 24, 2022
- Accounts · 24 to 27Sep 28, 2020 to Mar 29, 2021
- Advisory employees · 16 to 17Sep 28, 2020 to Mar 29, 2021
- Pooled vehicle clients · 20 to 27Sep 28, 2020 to Mar 29, 2021
- Other offices · 1 to 0Sep 28, 2020 to Mar 29, 2021
- Private funds · 23 to 26Sep 28, 2020 to Mar 29, 2021
- Discretionary RAUM · $2.6B to $4.0BSep 28, 2020 to Mar 29, 2021
Signals
3 dated events
- C•••••••• C••••••• I••• reported RAUM $5.3B, up 34% from $4.0B (2021-03-29 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- C•••••••• C••••••• I••• reported RAUM $4.0B, up 55% from $2.6B (2020-09-28 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- C•••••••• C••••••• I••• reported RAUM $2.6B, up 29% from $2.0B (2019-03-26 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C•••••••• C••••••• I••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crosslink-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-617-1800reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026