DFX Intelligence

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SEC-registered adviser

C•• U••••• V••••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Palo Alto, CaliforniaCRD 283270SEC 801-119175website IAPD

Latest filing Mar 31, 2026

First filing on the tape Jun 28, 2020 · 10 filings

SEC status approved since Jul 28, 2020

RAUM

$219M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

10 filings and snapshots on the tape

RAUM$219M as of Mar 31, 2026

Mar 30, 2021$175M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Mar 30, 20210 then

Employees (5.A)3 as of Mar 31, 2026

Mar 30, 20214 then

Private funds1 as of Mar 31, 2026

Mar 30, 20211 then

RAUM -7.8% over the last fiscal year-11% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 31, 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: $219MderivedRAUM 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: -7.8%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: $216M, 1 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$219M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $216M for 1 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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
C•• U••••• V••••••• I• L•••	Venture Capital Fund	$290M	6	Jul 1, 2016

Owners and control persons

Schedule A and B, latest filing

L•• L• · M••••••• M••••• O• C•• U••••• V••••••• M••••••••• L••control
since 06/2020 · owns less than 5%
Y••• H••••••• · M••••••• M••••• O• C•• U••••• V••••••• M••••••••• L••control
since 10/2015 · owns 25% to 50%
S•••• X••••••••• · Shareholdercontrol
since 12/2000 · owns 25% to 50% of C•••• S•••••• • M•••••••• I••••••••• M••••••••• G•••• C••• L•••
G•••••• L••••• K••••••• · Chief Compliance Officer
since 02/2022 · owns less than 5%
L•••• A•••• · Chief Financial Officer
since 06/2019 · owns less than 5%

Entity owners

C•• S• G• L••• · M••••• O• C•• U••••• V••••••• M••••••••• G•• L••
direct · owns 50% to 75%
C•• S• M••••••••• L••• · M••••• O• C•• U••••• V••••••• M••••••••• L••
direct · owns 50% to 75%
C•••• S•••••• • M•••••••• I••••••••• M••••••••• G•••• C••• L••• · Shareholder
indirect · owns 75% or more of S••••••• E•••••••• I••••••••• L••
S••••••• E•••••••• I••••••••• L•• · Member
indirect · owns 75% or more of C•• S• G• L•••
S••••••• E•••••••• I••••••••• L•• · Member
indirect · owns 75% or more of C•• S• M••••••••• L•••

Related persons

Schedule D 7.A

C•••• S•••••• • M•••••••• I••••••••• M••••••••• G•••• C••• L••
pooled vehicle sponsory
C•• U••••• V••••••• M••••••••• G•• L••
pooled vehicle sponsorn
L• L•
y
S••• X•••••••••
pooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Advisory employees · 2 to 1
Mar 27, 2025 to Mar 31, 2026
Assets in custody · $233M to $216M
Mar 27, 2025 to Mar 31, 2026
Employees · 4 to 3
Mar 27, 2025 to Mar 31, 2026
Discretionary RAUM · $237M to $219M
Mar 27, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $237M to $219M
Mar 27, 2025 to Mar 31, 2026
RAUM · $237M to $219M
Mar 27, 2025 to Mar 31, 2026
Assets in custody · $290M to $233M
Mar 28, 2024 to Mar 27, 2025
Financial planning clients · unset to
Mar 28, 2024 to Mar 27, 2025
Discretionary RAUM · $295M to $237M
Mar 28, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $295M to $237M
Mar 28, 2024 to Mar 27, 2025
RAUM · $295M to $237M
Mar 28, 2024 to Mar 27, 2025
Assets in custody · $308M to $290M
Mar 29, 2023 to Mar 28, 2024
Discretionary RAUM · $314M to $295M
Mar 29, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $314M to $295M
Mar 29, 2023 to Mar 28, 2024
RAUM · $314M to $295M
Mar 29, 2023 to Mar 28, 2024
Advisory employees · 3 to 2
Mar 30, 2022 to Mar 29, 2023
Assets in custody · $340M to $308M
Mar 30, 2022 to Mar 29, 2023
Discretionary RAUM · $345M to $314M
Mar 30, 2022 to Mar 29, 2023
Pooled vehicle RAUM · $345M to $314M
Mar 30, 2022 to Mar 29, 2023
RAUM · $345M to $314M
Mar 30, 2022 to Mar 29, 2023
Assets in custody · $163M to $340M
May 11, 2021 to Mar 30, 2022
Discretionary RAUM · $174M to $345M
May 11, 2021 to Mar 30, 2022
Pooled vehicle RAUM · $174M to $345M
May 11, 2021 to Mar 30, 2022
RAUM · $174M to $345M
May 11, 2021 to Mar 30, 2022
Assets in custody · $163M to $163M
Mar 30, 2021 to May 11, 2021
Discretionary RAUM · $175M to $174M
Mar 30, 2021 to May 11, 2021
Pooled vehicle RAUM · $175M to $174M
Mar 30, 2021 to May 11, 2021
RAUM · $175M to $174M
Mar 30, 2021 to May 11, 2021
Assets in custody · $145M to $163M
Jun 29, 2020 to Mar 30, 2021
Discretionary RAUM · $162M to $175M
Jun 29, 2020 to Mar 30, 2021
Pooled vehicle RAUM · $162M to $175M
Jun 29, 2020 to Mar 30, 2021
RAUM · $162M to $175M
Jun 29, 2020 to Mar 30, 2021
Private funds · 2 to 1
Jun 28, 2020 to Jun 29, 2020

Signals

3 dated events

••• Locked
Mar 30, 2022 · RAUM change · derived
••• Locked
Jun 29, 2020 · Control person joined · fact
••• Locked
Jun 28, 2020 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

C•• U••••• V••••••• M••••••••• L•• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: LINKEDIN.COM/COMPANY/CSC-U•••••-VENTURESreportedpublic record, Form ADV, Mar 31, 2026
Website: CSC-U•••••.VCreportedpublic record, Form ADV, Mar 31, 2026
Principal office phone: 650-384-6499reportedpublic record, Form ADV, Mar 31, 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