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
O•• V•••••••
Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 172513SEC 801-135368websiteIAPD
Legal name O•• V•••••••• L••
Latest filing Mar 16, 2026
First filing on the tape Feb 10, 2026 · 2 filings
SEC status approved since Feb 19, 2026
RAUM
$2.5B
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
20
10 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
19
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$2.5B as of Mar 16, 2026
Feb 10, 2026$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 16, 2026
Feb 10, 20260 then
Employees (5.A)20 as of Mar 16, 2026
Feb 10, 202620 then
Private funds19 as of Mar 16, 2026
Feb 10, 202619 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 16, 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
- $132MderivedRAUM 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
- unknownderived3 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
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 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
- 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$2.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• V••••••• I•• L• | Venture Capital Fund | $471M | 147 | Mar 31, 2021 |
| O•• V••••••• I••• L• | Venture Capital Fund | $289M | 89 | Mar 27, 2019 |
| O•• V••••••• I•• L• | Venture Capital Fund | $247M | 90 | Mar 30, 2017 |
| O•• V•••••••• L••• | Venture Capital Fund | $228M | 95 | Aug 22, 2014 |
| O•• V••••••• V• L• | Venture Capital Fund | $180M | 225 | Mar 23, 2022 |
| O•• V••••••• O••••••••• F••• I•• L• | Venture Capital Fund | $173M | 137 | Mar 23, 2022 |
| O•• V••••••• O••••••••• F••• I• L• | Venture Capital Fund | $162M | 81 | Mar 31, 2021 |
| O•• V••••••• P••••••••• H••••••• S••• L•• | Venture Capital Fund | $26.8M | 15 | Mar 31, 2021 |
| O•• V••••••• P••••••••• H••••••• I••• L•• | Venture Capital Fund | $17.9M | 23 | Mar 23, 2022 |
| O•• V••••••• I• A••••••••• F•••• L• | Venture Capital Fund | $1.7M | 15 | Mar 29, 2023 |
| O•• V••••••• O••••••••• I• A••••••••• F•••• L• | Venture Capital Fund | $1.7M | 18 | Mar 29, 2023 |
| O•• O••••••••• I• G• P••••••••• F•••• L••• | Venture Capital Fund | $405,908 | 13 | Mar 29, 2023 |
| O•• V• G• P••••••••• F•••• L••• | Venture Capital Fund | $209,230 | 13 | Mar 29, 2023 |
| O•• V••••••• P••••••••• H••••••• I• L•• | Venture Capital Fund | $146,751 | 25 | Mar 31, 2021 |
| O•• V••••••• P••••••••• H••••••• I•• L•• | Venture Capital Fund | $19,362 | 119 | Mar 23, 2022 |
| M••••• P••••••••• L• • S••••• A•• | Venture Capital Fund | $0 | 18 | Mar 27, 2024 |
| M••••• P••••••••• L• • S••••• A•• | Venture Capital Fund | $0 | 1 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• K•••• E•••••••• · Chief Financial Officer And Chief Compliance Officercontrolsince 07/2014 · owns less than 5%
- C•••• I•• · Managing Director, Managing Member, And Managercontrolsince 03/2022 · owns 10% to 25%
- C•••••• T•••••• A••••• · Managing Director, Managing Member, And Managercontrolsince 03/2022 · owns 10% to 25%
- P••••• A•••• A••••• · Managing Director, Managing Member, And Managercontrolsince 03/2022 · owns 10% to 25%
- P••••••••• V•••••• E•••• · Managing Director, Managing Member, And Managercontrolsince 07/2014 · owns 25% to 50%
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
- Discretionary RAUM · $2.3B to $2.5BFeb 10, 2026 to Mar 16, 2026
- Pooled vehicle RAUM · $2.3B to $2.5BFeb 10, 2026 to Mar 16, 2026
- RAUM · $2.3B to $2.5BFeb 10, 2026 to Mar 16, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- O•• V••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/owl-ventures-lpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.o••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (415) 209-5675reportedpublic record, Form ADV, Mar 16, 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