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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Former SEC-registered adviser

F••••••• P••••••••• L••

STATE REGISTEREDCambridge, MassachusettsCRD 161864SEC 802-75749websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Mar 31, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 31, 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
unknownreportedItem 5.E
Advisory activities
unknownreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
on the IAPD state feed, not SEC-registeredderived
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
      34 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      F••••••• P••••••••• F••• V••• L•••Venture Capital Fund$3.4B119Mar 31, 2021
      F••••••• P••••••••• F••• V•• L•••Venture Capital Fund$2.1B45Mar 29, 2018
      F••••••• V••••••••• V• L••Venture Capital Fund$1.6B182Mar 29, 2018
      F••••••• P••••••••• F••• V•••• L•••Venture Capital Fund$1.5B69Mar 29, 2024
      F••••••• P••••••••• S•••••• O••••••••• F••• I•• L•••Venture Capital Fund$855M61Mar 29, 2019
      F••••••• V••••••• F••• I•• L•••Venture Capital Fund$816M31Mar 30, 2012
      F••••••• V••••••• F••• V• L•••Venture Capital Fund$489M39Mar 31, 2015
      F•• I••• L•••Venture Capital Fund$350M3Mar 30, 2023
      E• F•••Venture Capital Fund$280M3Mar 29, 2024
      F•• I•• L•••Venture Capital Fund$255M3Mar 28, 2022
      F••••••• V••••••••• V• L••Venture Capital Fund$251M94Mar 30, 2016
      F••• L•••Venture Capital Fund$250M3Mar 28, 2022
      N••••••••• H••••• L•• F•••• L•••Venture Capital Fund$249M2Mar 29, 2019
      F••••••• V••••••• V• A••••••••• F•••• L•••Venture Capital Fund$184M2Mar 31, 2015
      F••••••• V••••••• O••••••••• F••• I• L•••Venture Capital Fund$168M27Mar 29, 2017
      F••••••• V••••••• F••• I••••• L•••Venture Capital Fund$158M2Mar 30, 2012
      F••• L•••Venture Capital Fund$140M3Mar 31, 2021
      F••••••• L••• V•• L••Venture Capital Fund$107M248Mar 31, 2021
      N••••••••• H••••• D••••••••• I••••••••• F•••• L•••Venture Capital Fund$53.3M2Mar 31, 2015
      F••••••• V••••••• C•••••• F•••• L•••Venture Capital Fund$23.9M4Mar 31, 2015
      F••••••• V••••••• F••• 2•••• L•••Venture Capital Fund$23.2M35Mar 30, 2012
      F••••••• V••••••••• I• L••Venture Capital Fund$12.8M13Mar 31, 2015
      F••••••• V• V••••••••• R• F•••• L•••Venture Capital Fund$11.8M2Mar 31, 2015
      N••••••• E••••• I••••••••• L•••••no longer reportedVenture Capital Fund$2.1M38Mar 30, 2012
      N••••••••• R•••• H••••••• L•••••no longer reportedVenture Capital Fund$305,2021Mar 30, 2012
      S• N•••••••• L•••••no longer reportedVenture Capital Fund$268,6672Mar 30, 2012
      N••••••••• H••••• S••• F•••• L•••Venture Capital Fund$230,1272Mar 31, 2015
      N••••••••• L•••••no longer reportedVenture Capital Fund$219,5891Mar 30, 2012
      F••••••• V••••••• F••• 2•••• L•••Venture Capital Fund$165,62833Mar 30, 2012
      N••••••••• L•••••no longer reportedVenture Capital Fund$121,6901Mar 30, 2012
      A••• A••••••• F•••• L•••Venture Capital Fund$99,60966Mar 30, 2012
      N••••••• G•••• L••Venture Capital Fund$55,806100Mar 30, 2012
      A•••••• G•••••• T••••••••• C•••••• F•••• L•••Venture Capital Fund$40,00028Mar 30, 2012
      N••••••• A••••••• L•••••no longer reportedVenture Capital Fund$11110Mar 30, 2012
      Owners and control persons
      Schedule A and B, latest filing
      No Schedule A on the extract for this adviser.
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      617-868-1888reportedpublic record, Form ADV, Mar 31, 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
      STATE REGISTEREDderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 15, 2026