Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

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Firms / J••••• A•••••••

J••••• A•••••••

Institutional venture firm · probableEl Paso, TXj•••••••••SEC registered investment adviser

venture manager, reported GAV $134M across 6 vehicles

Importance
20
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
11
low
Identity and regulatory footprint
Headquarters
El Paso, TXadviserinfo.sec.gov
Office address
601 N. MESA ST., FLOOR 19, El Paso, TX, 79901adviserinfo.sec.gov
Business phone
915-820-8082adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 24, 2026
Private funds reported
8 (8 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$171Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$171Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
1
business email
beto@josephadvisory.comjosephadvisory.compublished by the subject
business phone
915-820-8082adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
healthcare, energy, edtech
Stages
growth
Geography
global
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
6 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
A•••• C•••••• F••• I• L•Fund2024 adv first reportedEarly deployment$8.4M
Mar 26, 2024
1$0Dec 11, 2023
A••• M•••••••• S•• 2••• a• S••••• o• C•••••• L••SPV or co-invest vehicle2024 form d first saleEarly deployment$738,000
Mar 26, 2024
1$738,000
of $738,000
Jan 23, 2024
H••• H••••••• L•••••• P•••••••••FundunknownUnknown$63.1M
Mar 26, 2024
1unknownunknown
H••• H••••••• C••••••••• F•••FundunknownUnknown$30.5M
Mar 26, 2024
1unknownunknown
H••• H••••••• F••• I•• L••FundunknownUnknown$21.1M
Mar 26, 2024
1unknownunknown
H••• H••••••• S•••••••• F•••• L••FundunknownUnknown$10.5M
Mar 26, 2024
1unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
1 current, 0 departed
E•••••• P•••••••
Founder, Chief Executive Officer And Chief Compliance Officer · since Aug 1, 2023
Platform and operations
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
7 dated events
  1. Mar 26, 2024
    A••• M•••••••• S•• 2••• a• S••••• o• C•••••• L•• first reported on Form ADV by J••••• A••••••• (Other Private Fund), GAV $738,000
  2. Mar 26, 2024
    A•••• C•••••• F••• I• L• first reported on Form ADV by J••••• A••••••• (Venture Capital Fund), GAV $8,383,000
  3. Aug 17, 2023
    H••• H••••••• F••• I•• L•• first reported on Form ADV by J••••• A••••••• (Venture Capital Fund), GAV $34,330,000
  4. Aug 17, 2023
    J••••• A••••••• first filed Form ADV (IA)
  5. Aug 17, 2023
    H••• H••••••• L•••••• P••••••••• first reported on Form ADV by J••••• A••••••• (Venture Capital Fund), GAV $65,107,000
  6. Aug 17, 2023
    H••• H••••••• S•••••••• F•••• L•• first reported on Form ADV by J••••• A••••••• (Venture Capital Fund), GAV $16,900,000
  7. Aug 17, 2023
    H••• H••••••• C••••••••• F••• first reported on Form ADV by J••••• A••••••• (Venture Capital Fund), GAV $1,842,000
Classification history
  1. Sep 12, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $134M across 6 vehicles
Evidence
51 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2023-08-17Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-24Mar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-03-26Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedMar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2023-09-19Mar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone915-820-8082Mar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone915-820-8082Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees1Mar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees2Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersEl Paso, TXMar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersEl Paso, TXMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address601 N. MESA ST., FLOOR 19, El Paso, TX, 79901Mar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address601 N. MESA ST., FLOOR 19, El Paso, TX, 79901Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
From venture capital structuring to M&A guidance, we provide the same principled advice that has guided 30+ private company boards through successful exits.
Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
From venture capital structuring to M&A guidance, we provide the same principled advice that has guided 30+ private company boards through successful exits.
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
From venture capital structuring to M&A guidance, we provide the same principled advice that has guided 30+ private company boards through successful exits.
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
From venture capital structuring to M&A guidance, we provide the same principled advice that has guided 30+ private company boards through successful exits.
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formL•••••• Liability CompanyMar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported8Mar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported6Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$171MMar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$134MMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$171MMar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$134MMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyglobal
geography words on the home page
Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyglobal
geography words on the home page
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyglobal
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyglobal
geography words on the home page
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,energy,edtech
sector words on the home page
Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,energy,edtech
sector words on the home page
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,energy,edtech
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,energy,edtech
sector words on the home page
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
stage words on the home page
Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
stage words on the home page
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
stage words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
stage words on the home page
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported8Mar 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported5Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://josephadvisory.com/
re-picked from Schedule D 1.I by name
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://josephadvisory.com/Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleJ••••• A•••••••
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Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleJ••••• A•••••••
title tag
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleJ••••• A•••••••
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleJ••••• A•••••••
title tag
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)