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

S••••••• C••••• M••••••••• L•

Asset manager (funds and pooled vehicles)CRD 305439SEC 801-126240websiteIAPD
Latest filing Apr 29, 2026
First filing on the tape Jun 28, 2022 · 12 filings
SEC status approved since Jul 29, 2022
RAUM
$1.3B
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
15
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
6
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.3B as of Apr 29, 2026
Mar 30, 2023$942M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 30, 20230 then
Employees (5.A)15 as of Apr 29, 2026
Mar 30, 202310 then
Private funds6 as of Apr 29, 2026
Mar 30, 20234 then
RAUM -10% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 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
$225MderivedRAUM 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
-10%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
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$1.3B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
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=true 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
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      S••••••• C••••• F••••••• F••• L•Hedge Fund$643M76Oct 23, 2019
      S••••••• C••••• V•••••• F••• I• L•Venture Capital Fund$481M138Mar 31, 2022
      S••••••• C••••• O• I• L•Venture Capital Fund$22.3M10Mar 31, 2022
      S••••••• C••••• B•• I• L•Venture Capital Fund$1.8M1Jun 28, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • A•••••••• B••••• G• · Chief Financial Officercontrol
        since 09/2024 · owns less than 5%
      • G•••••••• A•••• W•••• · Managing Partnercontrol
        since 04/2019 · owns 50% to 75%
      • S•••••• A•••••• L••••• · Chief Operating Officer / Chief Compliance Officercontrol
        since 09/2021 · owns less than 5%
      • V••••••• A•••• P••••••• · Managing Partnercontrol
        since 04/2019 · owns 50% to 75%
      • G•••••••• A•••• W•••• · Managing Membercontrol
        since 04/2019 · owns 50% to 75% of S••••••• C••••• M••••••••• G• L••
      • V••••••• A•••• P••••••• · Managing Membercontrol
        since 04/2019 · owns 50% to 75% of S••••••• C••••• M••••••••• G• L••
      Entity owners
      • S••••••• C••••• M••••••••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • S••••••• C••••• B•• I• G• L••
        pooled vehicle sponsorn
      • S••••••• C••••• F••••••• F••• G• L••
        bankpooled vehicle sponsorn
      • S••••••• C••••• O• I• G• L••
        pooled vehicle sponsorn
      • S••••••• C••••• V•••••• F••• I• G• L••
        bankpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • private fund count surgeChange between filings · filing Apr 29, 2026
        private funds (Schedule D 7.B.1) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-04-29; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,022) · 93% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 4 to 6
        May 6, 2025 to Mar 31, 2026
      • Advisory employees · 5 to 6
        May 6, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 4 to 6
        May 6, 2025 to Mar 31, 2026
      • Employees · 13 to 15
        May 6, 2025 to Mar 31, 2026
      • Private funds · 4 to 6
        May 6, 2025 to Mar 31, 2026
      • Discretionary RAUM · $1.5B to $1.3B
        May 6, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $1.5B to $1.3B
        May 6, 2025 to Mar 31, 2026
      • RAUM · $1.5B to $1.3B
        May 6, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 31, 2025 to May 6, 2025
      • Employees · 11 to 13
        Sep 4, 2024 to Mar 31, 2025
      • HQ city · unset to
        Sep 4, 2024 to Mar 31, 2025
      • HQ state · unset to
        Sep 4, 2024 to Mar 31, 2025
      • Other offices · 0 to 1
        Sep 4, 2024 to Mar 31, 2025
      • Discretionary RAUM · $1.1B to $1.5B
        Sep 4, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $1.1B to $1.5B
        Sep 4, 2024 to Mar 31, 2025
      • RAUM · $1.1B to $1.5B
        Sep 4, 2024 to Mar 31, 2025
      • Advisory employees · 4 to 5
        Aug 16, 2023 to Mar 29, 2024
      • Employees · 10 to 11
        Aug 16, 2023 to Mar 29, 2024
      • Discretionary RAUM · $899M to $1.1B
        Aug 16, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $899M to $1.1B
        Aug 16, 2023 to Mar 29, 2024
      • RAUM · $899M to $1.1B
        Aug 16, 2023 to Mar 29, 2024
      • HQ city · SAN FRANCISCO to unset
        Jul 6, 2023 to Aug 16, 2023
      • HQ state · CA to unset
        Jul 6, 2023 to Aug 16, 2023
      • Discretionary RAUM · $942M to $899M
        Mar 30, 2023 to Jul 6, 2023
      • Pooled vehicle RAUM · $942M to $899M
        Mar 30, 2023 to Jul 6, 2023
      • RAUM · $942M to $899M
        Mar 30, 2023 to Jul 6, 2023
      • Advisory employees · 3 to 4
        Sep 22, 2022 to Mar 30, 2023
      • Employees · 6 to 10
        Sep 22, 2022 to Mar 30, 2023
      • Discretionary RAUM · $1.1B to $942M
        Sep 22, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $1.1B to $942M
        Sep 22, 2022 to Mar 30, 2023
      • RAUM · $1.1B to $942M
        Sep 22, 2022 to Mar 30, 2023
      • Private funds · 8 to 4
        Jun 28, 2022 to Sep 22, 2022
      Signals
      5 dated events
      • S••••••• C••••• M••••••••• L• reported RAUM $1.5B, up 31% from $1.1B (2024-09-04 to 2025-03-31)
        Mar 31, 2025 · RAUM change · derived
      • G B•••• A••••••• (Chief Financial Officer) appeared on Schedule A of S••••••• C••••• M••••••••• L•
        Sep 4, 2024 · Control person joined · fact
      • Belinda Kelly Cheng (Chief Financial Officer) no longer on Schedule A of S••••••• C••••• M••••••••• L• (listed 2024-05-01, absent 2024-09-04)
        Sep 4, 2024 · Control person left · inference
      • S••••••• C••••• M••••••••• L• reported RAUM $1.1B, up 28% from $899.5M (2023-08-16 to 2024-03-29)
        Mar 29, 2024 · RAUM change · derived
      • S••••••• C••••• M••••••••• L• filed its initial SEC registration (Form ADV)
        Jun 28, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      standardcryptovc.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      310-630-7229reportedpublic record, Form ADV, Apr 29, 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