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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Former SEC-registered adviser

P••••••• A••••••• L••

STATE REGISTEREDWilmington, DelawareCRD 167700SEC 802-78135IAPD
Latest filing Jun 4, 2026
First filing on the tape Jun 4, 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 Jun 4, 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
      Every departureEvery arrival
      Private funds
      200 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$244M60Mar 28, 2017
      N•••• R••••••• A•••••••• F••• V• L•Venture Capital Fund$86.6M73Mar 31, 2018
      R••••••• C••••••• L• • A•Venture Capital Fund$86.4M98Mar 31, 2021
      W••••• 1• I••••••••• A• S••••• O• J•• D••• D•• F••••• L•Venture Capital Fund$81.9M822•••-03-28
      A••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$71.2M95Mar 31, 2015
      A•• F••• I• A• S••••• O• A•••••••• F••••• L•Venture Capital Fund$70.4M81Mar 30, 2023
      A••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$63.5M66Mar 29, 2016
      A••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$60.8M12Mar 29, 2016
      T••• F••• I•• A• S••••• O• T••• S••••••••• I••••••••• C••••••••• L•Venture Capital Fund$52.0M1302•••-03-28
      B•••••• C••••••• A• S••••• O• B•••••• C••••••• L•Venture Capital Fund$51.6M812•••-03-30
      F••• V•• A• S••••• O• N•••• R••••••• A•••••••• F••••• L•Venture Capital Fund$43.0M792•••-03-28
      F••• I•• A• S••••• O• A••• C••••••• L•Venture Capital Fund$42.9M131Mar 31, 2022
      A••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$39.6M26Mar 28, 2017
      A•••••••• A••••• F••• I••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$39.4M1002•••-03-28
      O• F••• I• A• S••••• O• B••• F•••• I••••••••• L•Venture Capital Fund$37.9M462•••-03-30
      F••• I• A• S••••• O• H•••••••• V•••••••• L•Venture Capital Fund$37.6M23Mar 29, 2024
      Q•••• F••• I• A• S••••• O• S•••••• F••••• L•Venture Capital Fund$35.6M45Mar 30, 2023
      W••••• 1• I••••••••• A• S••••• O• F••••••••• D••• D•• F••••• L•Venture Capital Fund$35.2M2492•••-03-30
      F••• I• A• S••••• O• T••• A•• R•••••• A•••• D••••• L•Venture Capital Fund$35.0M912•••-03-30
      F••• I• A• S••••• O• N•••• C••••••• L•Venture Capital Fund$33.7M83Mar 30, 2023
      A•••••••• A••••• F••• I• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$33.4M91Mar 28, 2017
      A••• C•••••• I• A• S••••• O• A•••• D••• H•••••••• L•Venture Capital Fund$31.8M63Mar 31, 2021
      N•••• R••••••• A•••••••• F••• I••• L•Venture Capital Fund$31.7M47Mar 28, 2017
      F••• I• A• S••••• O• G••••• C••••••• L•Venture Capital Fund$31.0M102Mar 31, 2022
      A•••••••• A••••• F••• 2•••• A• S••••• O• M••••• P••••••• F••••• L••Venture Capital Fund$30.9M912•••-03-30
      L• F••• I• A• S••••• O• S•••••• F••••• L•Venture Capital Fund$30.7M81Mar 30, 2023
      F••• I•• A• S••••• O• E••••••••• F•••• L•Venture Capital Fund$30.5M1Mar 29, 2024
      V•••• C•••••• I• L•••Venture Capital Fund$30.3M72Mar 30, 2023
      A••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$29.6M9Mar 28, 2017
      P••• O••• A• S••••• O• C•••••• O•• V•••••••• L•Venture Capital Fund$29.6M1182•••-03-30
      A••••••••• L••Venture Capital Fund$29.5M86Mar 30, 2023
      Q•••••• I•• A• S••••• O• N•• B••••• C••••••• L•Venture Capital Fund$29.1M91Mar 31, 2022
      H••••••••• V••••••• L•• • A•••••••• S••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$29.0M712•••-03-28
      C•• F••• I• A• S••••• O• H••• V•• L•Venture Capital Fund$29.0M392•••-03-28
      C• F••• I• A• S••••• O• A•••••••• I••••••• S••••••••• L•Venture Capital Fund$28.2M18Mar 31, 2021
      F••• I•• A• S••••• O• U•••• S••••• I••••••••• L•Venture Capital Fund$28.1M93Mar 31, 2022
      O• F••• I• A• S••••• O• F••••••••• L•Venture Capital Fund$27.7M12Mar 31, 2021
      A••••••••• A• S••••• O• A•••••••• O••••••• L••Venture Capital Fund$27.6M18Mar 28, 2017
      F••• I• A• S••••• O• 2•••• L•Venture Capital Fund$27.4M91Mar 31, 2021
      B•• F••• I• A• S••••• O• A•••••••• O•••••• I•• L•Venture Capital Fund$26.5M342•••-03-30
      All funds of P••••••• A••••••• L••
      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.
      Advisers that list P••••••• A••••••• L•• as a related person
      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
      Principal office phone
      302.472.9100reportedpublic record, Form ADV, Jun 4, 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