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

R••••• C••••••

Asset manager (funds and pooled vehicles)Palo Alto, CaliforniaCRD 165308SEC 801-111886websiteIAPD
Legal name R••••• M••••••••• C••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Sep 20, 2017 · 11 filings
SEC status approved since Oct 20, 2017
RAUM
$21B
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
31
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
67
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$21B as of Mar 30, 2026
Mar 26, 2018$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 26, 20180 then
Employees (5.A)31 as of Mar 30, 2026
Mar 26, 201811 then
Private funds67 as of Mar 30, 2026
Mar 26, 201815 then
RAUM +43% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
$310MderivedRAUM 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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+43%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
Custody
$20B, 67 clientsreportedItem 9.A
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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$21B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
67reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$20B for 67 clientsreported
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
      71 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      R••••• C•••••• I•• L•Venture Capital Fund$1.8B111Sep 20, 2017
      R••••• C•••••• V• L•Venture Capital Fund$1.8B176Mar 29, 2019
      R••••• C•••••• I••• L•Venture Capital Fund$1.5B92Mar 30, 2016
      R••••• C•••••• V••• L•••Venture Capital Fund$1.2B302Mar 31, 2022
      R••••• B••••••• I•• L•••Venture Capital Fund$1.1B271Mar 31, 2022
      R••••• O•• •••••••• L•••Hedge Fund$807M202Mar 30, 2023
      R••••• C•••••• X• L•••Venture Capital Fund$787M245Mar 30, 2023
      R••••• C•••••• V•• L•Venture Capital Fund$772M190Mar 31, 2021
      R••••• C•••••• I•• L•Venture Capital Fund$465M87Mar 25, 2015
      B••••••• C••••••• L•••Venture Capital Fund$354M177Mar 31, 2021
      R••• L•Hedge Fund$241M119Mar 26, 2018
      R•• R••••• O••••••••• L•Venture Capital Fund$122M1Mar 28, 2024
      R••• R••••• O••••••••• I••• L••Venture Capital Fund$87.7M7Mar 29, 2019
      X•• R••••• O••••••••• V••• L••Venture Capital Fund$79.8M18Mar 31, 2022
      B••• R••••• O••••••••• I•• L••Venture Capital Fund$72.7M8Mar 29, 2019
      L••• R••••• O••••••••• V•• L••no longer reportedVenture Capital Fund$69.0M11Mar 31, 2021
      R••••• B•• H•••••••• L•Venture Capital Fund$64.7M16Mar 31, 2021
      R••••• C••••••• L•Venture Capital Fund$63.8M88Aug 30, 2012
      R••••• F•••••• F••• V••• L•Venture Capital Fund$54.8M20Mar 31, 2022
      S•••• R••••• O••••••••• V• L••Venture Capital Fund$51.3M8Mar 26, 2020
      C••• R••••• O••••••••• I•• L••Venture Capital Fund$47.9M9Mar 31, 2022
      R•••••• R••••• H•••••••• L••Venture Capital Fund$47.8M1Mar 31, 2022
      R••••• B••••••• F•••••• F••• I•• L•Venture Capital Fund$47.4M20Mar 31, 2022
      A••• R••••• O••••••••• V• L••Venture Capital Fund$43.5M12Mar 31, 2021
      R• R••••• O••••••••• I•• L••Venture Capital Fund$41.1M4Sep 20, 2017
      G••• R••••• H••••••• I•• L••Venture Capital Fund$40.5M1Mar 26, 2020
      R••• R••••• O••••••••• I••• L••Venture Capital Fund$36.6M7Mar 31, 2021
      R••••• F•••••• F••• I•• L•Venture Capital Fund$35.2M4Sep 20, 2017
      R••• R••••• O••••••••• I•• L••Venture Capital Fund$32.6M9Mar 29, 2019
      R••• R••••• O••••••••• I•• L••Venture Capital Fund$30.2M7Mar 26, 2020
      D••• B••••••• O••••••••• I•• L••Venture Capital Fund$30.1M17Mar 31, 2022
      A••• R••••• O••••••••• V• L••Venture Capital Fund$28.8M10Mar 31, 2022
      R••••• F•••••• F••• I••• L•Venture Capital Fund$28.1M4Mar 30, 2016
      C••• R••••• O••••••••• V•• L••Venture Capital Fund$27.9M12Mar 31, 2022
      S••• R••••• O••••••••• V• L••Venture Capital Fund$26.6M10Mar 31, 2022
      R••••• F•••••• F••• V• L•Venture Capital Fund$25.4M10Mar 29, 2019
      G••• R••••• O••••••••• V• L••Venture Capital Fund$22.4M6Mar 31, 2022
      B••• R••••• O••••••••• I•• L••Venture Capital Fund$20.6M9Mar 31, 2022
      R••••• F•••••• F••• I•• L•Venture Capital Fund$18.9M4Mar 25, 2015
      K••• B••••••• O••••••••• I• L••Venture Capital Fund$17.9M10Mar 31, 2022
      All funds of R••••• C••••••
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• J••••••• C•••••• · Chief Compliance Officercontrol
        since 10/2021 · owns less than 5%
      • M••••• M•••• · Managing Directorcontrol
        since 03/2012 · owns 75% or more
      • M•••••• C•••••• · Coo And General Counselcontrol
        since 12/2016 · owns less than 5%
      Related persons
      Schedule D 7.A
      • B••••••• C•••••• G•• L•
        pooled vehicle sponsorn
      • R•• G•• L••
        pooled vehicle sponsorn
      • R••••• B••••••• G• I• L•••
        pooled vehicle sponsorn
      • R••••• C•••••• G• I•• L•
        pooled vehicle sponsorn
      • R••••• C•••••• G• I••• L•
        pooled vehicle sponsorn
      • R••••• C•••••• G• I•• L•
        pooled vehicle sponsorn
      • R••••• C•••••• G• V• L•
        pooled vehicle sponsorn
      • R••••• C•••••• G• V•• L•
        pooled vehicle sponsorn
      • R••••• C•••••• G• V••• L•••
        pooled vehicle sponsorn
      • R••••• C•••••• G• X• L•••
        pooled vehicle sponsorn
      • R••••• C•••••• G•• L•
        pooled vehicle sponsorn
      • R••••• M••••••••• C••••••• L••
        pooled vehicle sponsorn
      • R••••• O•• G•• L••
        pooled vehicle sponsorn
      • R•• R••••• O••••••••• G•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY4 employees
      What changed
      consecutive filings, newest first
      • Accounts · 64 to 67
        Mar 26, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 64 to 67
        Mar 26, 2025 to Mar 30, 2026
      • Assets in custody · $13B to $20B
        Mar 26, 2025 to Mar 30, 2026
      • Employees · 33 to 31
        Mar 26, 2025 to Mar 30, 2026
      • Private funds · 62 to 67
        Mar 26, 2025 to Mar 30, 2026
      • Discretionary RAUM · $15B to $21B
        Mar 26, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $15B to $21B
        Mar 26, 2025 to Mar 30, 2026
      • RAUM · $15B to $21B
        Mar 26, 2025 to Mar 30, 2026
      • Accounts · 65 to 64
        Mar 28, 2024 to Mar 26, 2025
      • Pooled vehicle clients · 65 to 64
        Mar 28, 2024 to Mar 26, 2025
      • Assets in custody · $10B to $13B
        Mar 28, 2024 to Mar 26, 2025
      • Employees · 31 to 33
        Mar 28, 2024 to Mar 26, 2025
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 26, 2025
      • Private funds · 63 to 62
        Mar 28, 2024 to Mar 26, 2025
      • Discretionary RAUM · $12B to $15B
        Mar 28, 2024 to Mar 26, 2025
      • Pooled vehicle RAUM · $12B to $15B
        Mar 28, 2024 to Mar 26, 2025
      • RAUM · $12B to $15B
        Mar 28, 2024 to Mar 26, 2025
      • Accounts · 66 to 65
        Mar 30, 2023 to Mar 28, 2024
      • Advisory employees · 9 to 14
        Mar 30, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 66 to 65
        Mar 30, 2023 to Mar 28, 2024
      • Assets in custody · $9.4B to $10B
        Mar 30, 2023 to Mar 28, 2024
      • Employees · 27 to 31
        Mar 30, 2023 to Mar 28, 2024
      • Other offices · 0 to 1
        Mar 30, 2023 to Mar 28, 2024
      • Private funds · 64 to 63
        Mar 30, 2023 to Mar 28, 2024
      • Discretionary RAUM · $12B to $12B
        Mar 30, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $12B to $12B
        Mar 30, 2023 to Mar 28, 2024
      • RAUM · $12B to $12B
        Mar 30, 2023 to Mar 28, 2024
      • Accounts · 65 to 66
        Mar 31, 2022 to Mar 30, 2023
      • Pooled vehicle clients · 65 to 66
        Mar 31, 2022 to Mar 30, 2023
      • Assets in custody · $13B to $9.4B
        Mar 31, 2022 to Mar 30, 2023
      • Employees · 26 to 27
        Mar 31, 2022 to Mar 30, 2023
      • Private funds · 65 to 64
        Mar 31, 2022 to Mar 30, 2023
      • Discretionary RAUM · $15B to $12B
        Mar 31, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $15B to $12B
        Mar 31, 2022 to Mar 30, 2023
      • RAUM · $15B to $12B
        Mar 31, 2022 to Mar 30, 2023
      • Accounts · 37 to 65
        Mar 31, 2021 to Mar 31, 2022
      • Advisory employees · 6 to 9
        Mar 31, 2021 to Mar 31, 2022
      • Pooled vehicle clients · 37 to 65
        Mar 31, 2021 to Mar 31, 2022
      • Assets in custody · $6.5B to $13B
        Mar 31, 2021 to Mar 31, 2022
      • Employees · 17 to 26
        Mar 31, 2021 to Mar 31, 2022
      Signals
      8 dated events
      • R••••• C•••••• reported RAUM $20.8B, up 43% from $14.5B (2025-03-26 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      • R••••• C•••••• reported RAUM $14.7B, up 103% from $7.2B (2021-03-31 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • C•••••• J•••••• B••••• (Chief Compliance Officer) appeared on Schedule A of R••••• C••••••
        Mar 31, 2022 · Control person joined · fact
      • R••••• C•••••• reported RAUM $7.2B, up 69% from $4.3B (2020-03-26 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • R••••• C•••••• reported RAUM $4.3B, up 48% from $2.9B (2019-03-29 to 2020-03-26)
        Mar 26, 2020 · RAUM change · derived
      • R••••• C•••••• reported RAUM $2.9B, up 69% from $1.7B (2018-05-14 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • R••••• C•••••• reported RAUM $1.7B, up 42% from $1.2B (2017-09-20 to 2018-03-26)
        Mar 26, 2018 · RAUM change · derived
      • R••••• C•••••• filed its initial SEC registration (Form ADV)
        Sep 20, 2017 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      H••••://WWW.LINKEDIN.COM/COMPANY/R•••••-CAPITALreportedpublic record, Form ADV, Sep 18, 2026
      Website
      R•••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      650-485-3758reportedpublic record, Form ADV, Mar 30, 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