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
P••••• V•••••• P••••••• M••••••••• C••
Legal name P••••• V•••••• P••••••• M••••••••• C••• L••
Latest filing Apr 30, 2026
First filing on the tape Mar 31, 2022 · 9 filings
SEC status approved since May 2, 2022
RAUM
$704M
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
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$704M as of Apr 30, 2026
Mar 28, 2023$754M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 28, 20230 then
Employees (5.A)4 as of Apr 30, 2026
Mar 28, 20237 then
Private funds7 as of Apr 30, 2026
Mar 28, 20236 then
RAUM -16% over the last fiscal year-2.3% 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
- $101MderivedRAUM 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
- -16%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- 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$704M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••••• V•••••• P••••••• G••••• U•• L• | Venture Capital Fund | $234M | 2 | Mar 31, 2018 |
| P••••• V•••••• P••••••• U• F••• I• L••• | Venture Capital Fund | $229M | 2 | Mar 14, 2016 |
| P••••• E••••••• F••• I• L• | Venture Capital Fund | $33.3M | 2 | Mar 31, 2022 |
| P••••• V•••••• P••••••• B••••• U•• L• | Venture Capital Fund | $22.9M | 2 | Mar 12, 2021 |
| P••••• X•• I• L••• | Other Private Fund | $14.3M | 2 | Mar 28, 2023 |
| P•• G••••••••• L•• | Venture Capital Fund | $3.5M | 7 | Mar 31, 2022 |
| P••••• E••••••• F••• I•• L• | Venture Capital Fund | $0 | 2 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M•••• D••••• J••••• · Managing Membercontrolsince 04/2020 · owns 25% to 50%
- R••••••••• J••• R•••••• · Managing Member And Chief Compliance Officercontrolsince 12/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
- P••••• V•••••• P••••••• B•••••• L••pooled vehicle sponsorn
- P••••• V•••••• P••••••• E•••••••• L••pooled vehicle sponsorn
- P••••• V•••••• P••••••• I••••••••• L••pooled vehicle sponsorn
- P••••• V•••••• P•••••••• L••pooled vehicle sponsorn
- P••••• X•• I• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA
What changed
consecutive filings, newest first
- Advisory employees · 4 to 3Jul 3, 2025 to Mar 20, 2026
- Advisory activities · 1 to 2Jul 3, 2025 to Mar 20, 2026
- Employees · 5 to 4Jul 3, 2025 to Mar 20, 2026
- Discretionary RAUM · $836M to $704MJul 3, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $836M to $704MJul 3, 2025 to Mar 20, 2026
- RAUM · $836M to $704MJul 3, 2025 to Mar 20, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jul 3, 2025
- Employees · 6 to 5Sep 25, 2024 to Mar 27, 2025
- Discretionary RAUM · $749M to $836MSep 25, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $749M to $836MSep 25, 2024 to Mar 27, 2025
- RAUM · $749M to $836MSep 25, 2024 to Mar 27, 2025
- Accounts · 6 to 7Mar 28, 2023 to Mar 28, 2024
- Advisory employees · 3 to 4Mar 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 7Mar 28, 2023 to Mar 28, 2024
- Employees · 7 to 6Mar 28, 2023 to Mar 28, 2024
- Other offices · 0 to 1Mar 28, 2023 to Mar 28, 2024
- Private funds · 6 to 7Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $754M to $749MMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $754M to $749MMar 28, 2023 to Mar 28, 2024
- RAUM · $754M to $749MMar 28, 2023 to Mar 28, 2024
- Accounts · 5 to 6Mar 31, 2022 to Mar 28, 2023
- Pooled vehicle clients · 5 to 6Mar 31, 2022 to Mar 28, 2023
- Assets in custody · unset to 0.0Mar 31, 2022 to Mar 28, 2023
- Employees · 4 to 7Mar 31, 2022 to Mar 28, 2023
- Private funds · 10 to 6Mar 31, 2022 to Mar 28, 2023
- Discretionary RAUM · $775M to $754MMar 31, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $775M to $754MMar 31, 2022 to Mar 28, 2023
- RAUM · $775M to $754MMar 31, 2022 to Mar 28, 2023
Signals
1 dated events
- P••••• V•••••• P••••••• M••••••••• C•• filed its initial SEC registration (Form ADV)Mar 31, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P••••• V•••••• P••••••• M••••••••• C•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/propelvcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- P•••••.VCreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-500-4630reportedpublic 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