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
H••• V••••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jun 23, 2023 · 6 filings
SEC status approved since Jul 24, 2023
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
11
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$2.5B as of Mar 31, 2026
Mar 29, 2024$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20240 then
Employees (5.A)11 as of Mar 31, 2026
Mar 29, 20249 then
Private funds5 as of Mar 31, 2026
Mar 29, 20242 then
RAUM +32% over the last fiscal yearIARs 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
- $249MderivedRAUM 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
- +32%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
- 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)
- 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$2.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H••• V••••••• A••••••••• F••• I• L• | Venture Capital Fund | $965M | 182 | Jan 5, 2022 |
| H••• V••••••• E•••• S•••• F••• I• L• | Venture Capital Fund | $554M | 182 | Jan 5, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• K••••• K•••••• · Chief Financial Officercontrolsince 12/2024 · owns less than 5%
- H•••• K••••••• R••• · Chief Executive Officercontrolsince 12/2021 · owns less than 5%
- R•••••••• J••••• P•••••• · Chief Compliance Officer / General Counselcontrolsince 01/2023 · owns less than 5%
- H•••• K••••••• R••• · Managing Membercontrolsince 12/2021 · owns 75% or more of H••• V••••••• M••••••••• G• L••
- H•••• K••••••• R••• · Managercontrolsince 01/2021 · owns 75% or more of G••••••••• L••
Entity owners
- G••••••••• M••••••••• L• · Limited Partnerdirect · owns 75% or more
- H••• V••••••• M••••••••• G• L•• · General Partnerdirect · owns less than 5%
- G••••••••• L•• · General Partnerindirect · owns 75% or more of G••••••••• M••••••••• L•
Related persons
Schedule D 7.A
- H••• V••••••• A••••••••• G• I• L•pooled vehicle sponsorn
- H••• V••••••• E•••• S•••• G• I• L•pooled 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 Mar 31, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 5.0 (+150.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 4 to 10Mar 30, 2025 to Mar 31, 2026
- Advisory employees · 4 to 5Mar 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 10Mar 30, 2025 to Mar 31, 2026
- Employees · 9 to 11Mar 30, 2025 to Mar 31, 2026
- Private funds · 2 to 5Mar 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.9B to $2.5BMar 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.9B to $2.5BMar 30, 2025 to Mar 31, 2026
- RAUM · $1.9B to $2.5BMar 30, 2025 to Mar 31, 2026
- Financial planning clients · unset to Dec 19, 2024 to Mar 30, 2025
- Discretionary RAUM · $1.5B to $1.9BDec 19, 2024 to Mar 30, 2025
- Pooled vehicle RAUM · $1.5B to $1.9BDec 19, 2024 to Mar 30, 2025
- RAUM · $1.5B to $1.9BDec 19, 2024 to Mar 30, 2025
- Custody of client assets · true to falseJul 14, 2023 to Mar 29, 2024
- Employees · 11 to 9Jul 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.4B to $1.5BJul 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.4B to $1.5BJul 14, 2023 to Mar 29, 2024
- RAUM · $1.4B to $1.5BJul 14, 2023 to Mar 29, 2024
- Private funds · 4 to 2Jun 23, 2023 to Jul 14, 2023
Signals
3 dated events
- H••• V••••••• M••••••••• L• reported RAUM $2.5B, up 32% from $1.9B (2025-03-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Kenneth Kevin Bissell (Chief Financial Officer) appeared on Schedule A of H••• V••••••• M••••••••• L•Dec 19, 2024 · Control person joined · fact
- H••• V••••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jun 23, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- H••• V••••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- H••• V••••••• M••••••••• L• · Private Equityshared crd · organization
- H••• V••••••• M••••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/haun-venturesreportedpublic record, Form ADV, Sep 19, 2026
- Website
- h•••.coreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (650) 204-1322reportedpublic 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