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
T•••••• V•••••••
Legal name T•• M••••••••• C•••••••••
Latest filing May 5, 2026
First filing on the tape Aug 23, 2024 · 5 filings
SEC status approved since Oct 16, 2024
RAUM
$1.2B
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
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$1.2B as of May 5, 2026
Mar 26, 2025$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 5, 2026
Mar 26, 20250 then
Employees (5.A)7 as of May 5, 2026
Mar 26, 20257 then
Private funds10 as of May 5, 2026
Mar 26, 202510 then
RAUM -13% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 5, 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
- $117MderivedRAUM 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
- -13%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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- 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
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••• V••••••• X•• L••• | Venture Capital Fund | $606M | 42 | Mar 12, 2013 |
| T•••••• V••••••• X••• L••• | Venture Capital Fund | $585M | 39 | Mar 25, 2016 |
| T•••••• V••••••• X••• L••• | Venture Capital Fund | $566M | 39 | Aug 23, 2024 |
| T•••••• V••••••• X• L••• | Venture Capital Fund | $85.7M | 43 | Feb 28, 2012 |
| T•••••• V••••••• I•• L•••no longer reported | Venture Capital Fund | $25.6M | 54 | Feb 28, 2012 |
| T•••••• X• E••••••••• F•••• L••• | Venture Capital Fund | $9.5M | 34 | Mar 12, 2013 |
| T•••••• X•• E••••••••• F•••• L••• | Venture Capital Fund | $8.7M | 44 | Mar 25, 2016 |
| T•••••• X•• E••••••••• F•••• L••• | Venture Capital Fund | $7.8M | 44 | Aug 23, 2024 |
| T•••••• V••••••• V•••• L•••no longer reported | Venture Capital Fund | $7.3M | 78 | Feb 28, 2012 |
| T•••••• V••••••• V•• L•••no longer reported | Venture Capital Fund | $6.7M | 61 | Feb 28, 2012 |
| T•••••• X• S••••••••• F•••• L••• | Venture Capital Fund | $4.7M | 8 | Mar 12, 2013 |
| T•••••• X•• S••••••••• F•••• L••• | Venture Capital Fund | $4.3M | 10 | Aug 23, 2024 |
| T•••••• X•• S••••••••• F•••• L••• | Venture Capital Fund | $4.1M | 10 | Mar 25, 2016 |
| T•••••• V••••••• V••• L•••no longer reported | Venture Capital Fund | $2.4M | 80 | Feb 28, 2012 |
| T•••••• X• E••••••••• F•••• L••• | Venture Capital Fund | $980,493 | 26 | Feb 28, 2012 |
| T•••••• X• S••••••••• F•••• L••• | Venture Capital Fund | $520,234 | 7 | Feb 28, 2012 |
| T•••••• I• E••••••••• F•••• L•••no longer reported | Venture Capital Fund | $404,249 | 34 | Feb 28, 2012 |
| T•••••• V••• E••••••••• F•••• L•••no longer reported | Venture Capital Fund | $378,257 | 65 | Feb 28, 2012 |
| T•••••• V••• S••••••••• F•••• L•••no longer reported | Venture Capital Fund | $364,874 | 20 | Feb 28, 2012 |
| T•••••• I• S••••••••• F•••• L•••no longer reported | Venture Capital Fund | $309,652 | 16 | Feb 28, 2012 |
| T•••••• V•• S••••••••• F•••• L•••no longer reported | Venture Capital Fund | $189,365 | 80 | Feb 28, 2012 |
| T•••••• V• S••••••••• F•••• L•••no longer reported | Venture Capital Fund | $128,741 | 10 | Feb 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• A•••• N•• · Presidentcontrolsince 08/2016 · owns 25% to 50%
- F•••••• N•••• J••• · Vice Presidentcontrolsince 10/1999 · owns 25% to 50%
- N••••••• P•••••••• E••••• · Vice Presidentcontrolsince 07/2006 · owns 25% to 50%
- S••••••••• R••••••••• V•••••• · Vice Presidentcontrolsince 03/2016 · owns 25% to 50%
- L•••• M••••••••• R••• · Cco, Svp, Financesince 09/2021 · owns less than 5%
Related persons
Schedule D 7.A
- T•••••• T•• X• L••pooled vehicle sponsorn
- T•••••• T•• X•• L••pooled vehicle sponsorn
- T•••••• T•• X••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.3B to $1.2BMar 26, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $1.3B to $1.2BMar 26, 2025 to Mar 24, 2026
- RAUM · $1.3B to $1.2BMar 26, 2025 to Mar 24, 2026
- Accounts · 9 to 10Oct 7, 2024 to Mar 26, 2025
- Pooled vehicle clients · 9 to 10Oct 7, 2024 to Mar 26, 2025
- Custody of client assets · true to falseOct 7, 2024 to Mar 26, 2025
- Financial planning clients · unset to Oct 7, 2024 to Mar 26, 2025
- HQ city · unset to Oct 7, 2024 to Mar 26, 2025
- HQ state · unset to Oct 7, 2024 to Mar 26, 2025
- Private funds · 9 to 10Oct 7, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.3B to $1.3BOct 7, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $1.3B to $1.3BOct 7, 2024 to Mar 26, 2025
- RAUM · $1.3B to $1.3BOct 7, 2024 to Mar 26, 2025
- Private funds · 18 to 9Aug 23, 2024 to Oct 7, 2024
Signals
1 dated events
- T•••••• V••••••• filed its initial SEC registration (Form ADV)Aug 23, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••••• V••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/T••••••-VENTURESreportedpublic record, Form ADV, Sep 18, 2026
- Website
- T••••••VENTURES.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 408-355-5184reportedpublic record, Form ADV, May 5, 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