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.
SEC-registered adviser
Akkadian Ventures, Inc.
Latest filing Apr 30, 2026
First filing on the tape Mar 31, 2017 · 20 filings
SEC status approved since May 15, 2017
RAUM
$841M
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
14
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
18
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$841M as of Apr 30, 2026
Mar 29, 2018$241M then
HNW client RAUM$0 as of Apr 30, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 29, 20180 then
Employees (5.A)14 as of Apr 30, 2026
Mar 29, 20185 then
Private funds18 as of Apr 30, 2026
Mar 29, 201812 then
RAUM +0.5% over the last fiscal year+4.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 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
- $44.3MderivedRAUM 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
- +0.5%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$841M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Akkadian Ventures Vi, LP | Private Equity Fund | $187M | 332 | Sep 14, 2022 |
| Akkadian Ventures IV LP | Private Equity Fund | $154M | 143 | Mar 31, 2017 |
| Akkadian Ventures V, LP | Private Equity Fund | $116M | 173 | Mar 30, 2021 |
| Akkadian Ventures III, LP | Private Equity Fund | $47.2M | 113 | Nov 19, 2014 |
| Bottega Holdings, LP | Private Equity Fund | $39.2M | 78 | Mar 31, 2023 |
| Caa-Akkadian Ventures Annex Vi, LP | Private Equity Fund | $23.1M | 47 | Mar 31, 2023 |
| Akkadian Ventures Annex V LP | Private Equity Fund | $18.9M | 113 | Mar 30, 2021 |
| Akkadian Ventures II, LP | Private Equity Fund | $18.9M | 81 | Oct 25, 2012 |
| Akkadian Ventures Fund Vi, LLCno longer reported | Private Equity Fund | $13.2M | 20 | Mar 31, 2017 |
| Akkadian Ventures Annex III, LPno longer reported | Private Equity Fund | $11.5M | 84 | Nov 19, 2014 |
| Akkadian Ventures Annex V-D, LPno longer reported | Private Equity Fund | $11.5M | 73 | Mar 31, 2022 |
| Tank Hill - Akkadian Annex Plcr, LP | Private Equity Fund | $11.2M | 65 | Mar 31, 2022 |
| Akkadian Ventures Annex III-B, LPno longer reported | Private Equity Fund | $7.2M | 59 | Mar 31, 2015 |
| Akkadian Ventures Annex V-E, LP | Private Equity Fund | $6.6M | 30 | Mar 31, 2022 |
| Akkadian Entrepreneurs III, LP | Private Equity Fund | $5.6M | 45 | Nov 19, 2014 |
| Consensys Software Annex Fund, LP | Private Equity Fund | $4.8M | 79 | Sep 14, 2022 |
| Akkadian Ventures Annex V-F, LP | Private Equity Fund | $3.2M | 49 | Mar 31, 2022 |
| Akkadian Ventures Annex V-B, LP | Private Equity Fund | $3.0M | 55 | Mar 31, 2022 |
| Akkadian Ventures Annex III-C, LPno longer reported | Private Equity Fund | $2.6M | 7 | Mar 30, 2016 |
| Raise.Ai Ventures, LP | Private Equity Fund | $1.4M | 23 | Mar 29, 2024 |
| Akkadian Ventures Fund Vii, LLCno longer reported | Private Equity Fund | $363,034 | 6 | Mar 31, 2017 |
| Akkadian Ventures Fund III, LLCno longer reported | Private Equity Fund | $83,692 | 19 | Mar 31, 2017 |
| Akkadian Ventures Fund Xi, LLCno longer reported | Private Equity Fund | $31,903 | 16 | Mar 31, 2017 |
| Akkadian Holdings I, LLCno longer reported | Private Equity Fund | $0 | 4 | Mar 31, 2017 |
Owners and control persons
Schedule A and B, latest filing
- David Benjamin Black · Shareholder, Director And Ceocontrolsince 09/2013 · owns 25% to 50%
- Tyler Peter Smith · Shareholder, Cco, Coo, Cfo And Treasurercontrolsince 09/2013 · owns 25% to 50%
- Sean Michael Gridley · Trustee And Beneficiarycontrolsince 09/2013 · owns F of Gridley Revocable Trust
Entity owners
- Gridley Revocable Trust · Shareholderdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Akkadian Ventures Annex Gp V, LLCpooled vehicle sponsorn
- Akkadian Ventures Annex Gp Plcr, LLCpooled vehicle sponsorn
- Akkadian Ventures Annex Gp V-B, LLCpooled vehicle sponsorn
- Akkadian Ventures Annex Gp V-E, LLCpooled vehicle sponsorn
- Akkadian Ventures Annex Gp V-F, LLCpooled vehicle sponsorn
- Akkadian Ventures Gp II, LLCpooled vehicle sponsorn
- Akkadian Ventures Gp III, LLCpooled vehicle sponsorn
- Akkadian Ventures Gp IV, LLCpooled vehicle sponsorn
- Akkadian Ventures Gp V, LLCpooled vehicle sponsorn
- Akkadian Ventures Gp Vi, LLCpooled vehicle sponsorn
- Bottega Holdings Gp, LLCpooled vehicle sponsorn
- Consensys Software Annex Gp, LLCpooled vehicle sponsorn
- Raise.Ai Ventures Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 17 to 19Jul 10, 2025 to Mar 31, 2026
- Advisory employees · 6 to 7Jul 10, 2025 to Mar 31, 2026
- Pooled vehicle clients · 17 to 19Jul 10, 2025 to Mar 31, 2026
- Employees · 9 to 14Jul 10, 2025 to Mar 31, 2026
- Private funds · 17 to 18Jul 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $833M to $841MJul 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $833M to $841MJul 10, 2025 to Mar 31, 2026
- RAUM · $833M to $841MJul 10, 2025 to Mar 31, 2026
- Related adviser · false to trueJul 10, 2025 to Mar 31, 2026
- Financial planning clients · unset to Jun 18, 2025 to Jul 10, 2025
- Discretionary RAUM · $837M to $833MMar 31, 2025 to Jun 18, 2025
- Pooled vehicle RAUM · $837M to $833MMar 31, 2025 to Jun 18, 2025
- RAUM · $837M to $833MMar 31, 2025 to Jun 18, 2025
- Accounts · 16 to 17Jul 8, 2024 to Mar 31, 2025
- Pooled vehicle clients · 16 to 17Jul 8, 2024 to Mar 31, 2025
- Private funds · 15 to 17Jul 8, 2024 to Mar 31, 2025
- Discretionary RAUM · $783M to $837MJul 8, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $783M to $837MJul 8, 2024 to Mar 31, 2025
- RAUM · $783M to $837MJul 8, 2024 to Mar 31, 2025
- Advisory employees · 7 to 6Mar 29, 2024 to Jun 11, 2024
- Discretionary RAUM · $797M to $783MMar 29, 2024 to Jun 11, 2024
- Pooled vehicle RAUM · $797M to $783MMar 29, 2024 to Jun 11, 2024
- RAUM · $797M to $783MMar 29, 2024 to Jun 11, 2024
- Accounts · 15 to 16Jun 14, 2023 to Mar 29, 2024
- Advisory employees · 6 to 7Jun 14, 2023 to Mar 29, 2024
- Pooled vehicle clients · 15 to 16Jun 14, 2023 to Mar 29, 2024
- Assets in custody · unset to 0.0Jun 14, 2023 to Mar 29, 2024
- Custody of client assets · false to trueJun 14, 2023 to Mar 29, 2024
- Employees · 10 to 9Jun 14, 2023 to Mar 29, 2024
- Private funds · 14 to 15Jun 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $722M to $797MJun 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $722M to $797MJun 14, 2023 to Mar 29, 2024
- RAUM · $722M to $797MJun 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $733M to $722MMar 31, 2023 to Jun 14, 2023
- Pooled vehicle RAUM · $733M to $722MMar 31, 2023 to Jun 14, 2023
- RAUM · $733M to $722MMar 31, 2023 to Jun 14, 2023
- Accounts · 13 to 15Sep 14, 2022 to Mar 31, 2023
- Pooled vehicle clients · 13 to 15Sep 14, 2022 to Mar 31, 2023
- Private funds · 13 to 14Sep 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $558M to $733MSep 14, 2022 to Mar 31, 2023
Signals
5 dated events
- Akkadian Ventures, Inc. reported RAUM $733.4M, up 32% from $557.6M (2022-09-14 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Albert Christopher Tarr (Cto And Chief Data Scientist) no longer on Schedule A of Akkadian Ventures, Inc. (listed 2022-09-14, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Akkadian Ventures, Inc. reported RAUM $557.6M, up 53% from $364.0M (2021-05-06 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Akkadian Ventures, Inc. reported RAUM $366.5M, up 85% from $197.9M (2020-04-22 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Akkadian Ventures Inc filed its initial SEC registration (Form ADV)Mar 31, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Akkadian Ventures, Inc. · Independent Sponsorsshared crd · capital_provider
- Akkadian Ventures, Inc. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/raiseglobalreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/akkadian-ventures/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- akkadian.vcreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (707) 653-6892reportedpublic record, Form ADV, Apr 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