DFX Intelligence
Venture Capital Intelligence
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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / B•• F••••• O•••••• L••
B•• F••••• O•••••• L••
Corporate venture · probableChicago, ILb•••••••••.comSEC registered investment adviserone firm, 2 filing advisers
This firm files as 2 advisers on b•••••••••.com: B•• G••••• A•••• M•••••••••. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.
corporate parent: BMO Financial Corp
Importance
5
low
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
99
high
Research priority
2
low
Identity and regulatory footprint
- Headquarters
- Chicago, ILadviserinfo.sec.gov
- Office address
- 320 SOUTH CANAL STREET, FLOOR 12, Chicago, IL, 60606adviserinfo.sec.gov
- Business phone
- (650) 210-5042adviserinfo.sec.gov
- Website
- b•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jan 28, 2026
- Private funds reported
- 26 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $900Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $10.0Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 130
- Owners on Schedule A
- B••• o• M••••••• (Sole Owner), E; B•• F•••••••• C••• (Sole Member), E
- business phone
- (650) 210-5000adviserinfo.sec.govpublished by the subject
- business phone
- (650) 210-5042adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
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
1 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| M•••• I••••••••• P••••••• I• L• | Fund | unknown | Unknown | $356,439 Nov 18, 2024 | 14 | unknown | unknown |
| M•••• I••••••••• P••••••• I•• L••• | Fund | unknown | Wound down | $65,011 Aug 29, 2019 | 6 | unknown | unknown |
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
9 current, 28 departed
A•• M•••••• G•••••
Founder or executivePresident & Ceo · since Sep 1, 2023
M•••••• A••••• M••••••
Founder or executiveChairman · since Sep 1, 2024
G••••• P•••••• L•••
Platform and operationsChief Financial Officer · since Mar 1, 2022
M•••••• R•••••• H•••••••••
Platform and operationsChief Compliance Officer · since Feb 1, 2014
T••••• P• H•••
Platform and operationsChief Operating Officer · since Sep 1, 2022
C•••••• A••••• B••••
PrincipalDirector · since May 1, 2017
K••••• V••••••••
PrincipalDirector · since Sep 1, 2024
K••• R•••••• C••••
PrincipalDirector · since Dec 1, 2019
T••••••• A••••• D•••
PrincipalDirector · since Sep 1, 2024
28 departed (kept with end dates)
- C••••• M•••• M•••••• · Evp & Board Member · Apr 1, 2005 to Dec 21, 2012 Inference
- J••• A••• A•••• · Board Member · Sep 1, 2006 to Dec 21, 2012 Inference
- C•••• A•••••• R•••••• · President · Nov 1, 2009 to Dec 21, 2012 Inference
- J••• A•••••• B•••••••• · President · Dec 1, 2012 to Sep 3, 2015 Inference
- J••••• M•••••• S••••• · Chairman · Sep 1, 2022 to Oct 7, 2024 Inference
- M•••••• J••• M••••••••• · President · Feb 1, 2016 to Dec 19, 2016 Inference
- S••••• P••• M•••••••• · Chairman · Feb 1, 2016 to Oct 18, 2023 Inference
- H••••• L• A•••••••• · Managing Director · Dec 1, 2012 to Aug 8, 2016 Inference
- A••••• M•••• P••••• · Chief Compliance Officer · Jan 1, 2013 to Feb 25, 2014 Inference
- C•••• P••• F•••• · Chief Financial Officer · Nov 1, 2002 to Dec 19, 2016 Inference
- J•••• M• H••••• · Coo · Aug 1, 2009 to Apr 1, 2013 Inference
- J•••• A•••••• P••••••• · Chief Compliance Officer · Mar 1, 2009 to Jan 31, 2013 Inference
- R••••• G••• G••• · Chief Operating Officer · Jan 1, 2013 to Oct 27, 2022 Inference
- R•••••• S•••• E•• · Principal, Compliance Operations · Mar 1, 2009 to Jul 24, 2012 Inference
- R•••••• a• G••••• · Cao And Director Of Operations · Apr 1, 2006 to Jul 24, 2012 Inference
- S•••••••• A•• L••• · Chief Financial Officer · Dec 1, 2016 to Apr 27, 2022 Inference
- A••••••• V••• L•••••• · Director · Jan 1, 2015 to Aug 8, 2016 Inference
- D••••• H••••• H•••••• · Director · Aug 1, 2014 to Aug 14, 2023 Inference
- D•••••• L•••• A••••••• · Director · Jun 1, 2006 to Jul 24, 2012 Inference
- G•••••• R•••••• N•••• · Director · Mar 1, 2014 to Jan 7, 2015 Inference
- M•••••• P•••••• S•••••• · Director · Jun 1, 2016 to Jun 27, 2022 Inference
- M••• R••• C••••••• · Director · Dec 1, 2012 to May 14, 2014 Inference
- N•••••• P••••••• · Ceo; President; Director · Mar 1, 2017 to Aug 29, 2019 Inference
- R••••• R••• M•••••• · Director · Jun 1, 2016 to May 16, 2017 Inference
- S•••••• M•••••• K•••••• · Director · Jun 1, 2019 to Nov 18, 2024 Inference
- T•••• a• J•••••• · Director · Dec 1, 2012 to Oct 1, 2014 Inference
- P•••••• J••••• M••••• · Vice President · Nov 1, 2002 to Jul 24, 2012 Inference
- P••• R•••••• S••••• · Vice President · Nov 1, 2002 to Jul 24, 2012 Inference
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
58 dated events
- Nov 18, 2024S•••••• M•••••• K•••••• (Director) no longer on Schedule A of B•• F••••• O•••••• L••
- Oct 7, 2024J••••• M•••••• S••••• (Chairman) no longer on Schedule A of B•• F••••• O•••••• L••
- Sep 1, 2024K••••• V•••••••• joined Schedule A of B•• F••••• O•••••• L•• as Director
- Sep 1, 2024T••••••• A••••• D••• joined Schedule A of B•• F••••• O•••••• L•• as Director
- Oct 18, 2023S••••• P••• M•••••••• (Chairman) no longer on Schedule A of B•• F••••• O•••••• L••
- Sep 1, 2023A•• M•••••• G••••• joined Schedule A of B•• F••••• O•••••• L•• as President & Ceo
- Aug 14, 2023D••••• H••••• H•••••• (Director) no longer on Schedule A of B•• F••••• O•••••• L••
- Oct 27, 2022R••••• G••• G••• (Chief Operating Officer) no longer on Schedule A of B•• F••••• O•••••• L••
- Sep 1, 2022J••••• M•••••• S••••• joined Schedule A of B•• F••••• O•••••• L•• as Director
- Sep 1, 2022T••••• P• H••• joined Schedule A of B•• F••••• O•••••• L•• as Chief Operating Officer
- Jun 27, 2022M•••••• P•••••• S•••••• (Director) no longer on Schedule A of B•• F••••• O•••••• L••
- Jun 1, 2022M•••••• A••••• M•••••• joined Schedule A of B•• F••••• O•••••• L•• as Director
- Apr 27, 2022S•••••••• A•• L••• (Chief Financial Officer) no longer on Schedule A of B•• F••••• O•••••• L••
- Mar 1, 2022G••••• P•••••• L••• joined Schedule A of B•• F••••• O•••••• L•• as Chief Financial Officer
- Jan 24, 2020M•••• I••••••••• P••••••• I•• L••• no longer reported on Form ADV by B•• F••••• O•••••• L••Fund no longer reportedFundsInferenceM•••• I••••••••• P••••••• I•• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 1, 2019K••• R•••••• C•••• joined Schedule A of B•• F••••• O•••••• L•• as Director
- Aug 29, 2019N•••••• P••••••• (Ceo; President; Director) no longer on Schedule A of B•• F••••• O•••••• L••
- Jun 1, 2019S•••••• M•••••• K•••••• joined Schedule A of B•• F••••• O•••••• L•• as Global Head
- May 16, 2017R••••• R••• M•••••• (Director) no longer on Schedule A of CTC M••••, LLC
- May 1, 2017C•••••• A••••• B•••• joined Schedule A of CTC M••••, LLC as Director
- Dec 19, 2016M•••••• J••• M••••••••• (President) no longer on Schedule A of CTC M••••, LLC
- Dec 19, 2016C•••• P••• F•••• (Chief Financial Officer) no longer on Schedule A of CTC M••••, LLC
- Dec 1, 2016S•••••••• A•• L••• joined Schedule A of CTC M••••, LLC as Chief Financial Officer
- Nov 1, 2016N•••••• P••••••• joined Schedule A of CTC M••••, LLC as Director
- Aug 8, 2016A••••••• V••• L•••••• (Director) no longer on Schedule A of CTC M••••, LLC
- Aug 8, 2016H••••• L• A•••••••• (Managing Director) no longer on Schedule A of CTC M••••, LLC
- Jun 1, 2016M•••••• P•••••• S•••••• joined Schedule A of CTC M••••, LLC as Director
- Jun 1, 2016R••••• R••• M•••••• joined Schedule A of CTC M••••, LLC as Director
- Feb 1, 2016M•••••• J••• M••••••••• joined Schedule A of CTC M••••, LLC as President
- Sep 3, 2015J••• A•••••• B•••••••• (President) no longer on Schedule A of CTC M••••, LLC
- Aug 1, 2015S••••• P••• M•••••••• joined Schedule A of CTC M••••, LLC as Chief Executive Officer
- Jan 7, 2015G•••••• R•••••• N•••• (Director) no longer on Schedule A of CTC M••••, LLC
- Jan 1, 2015A••••••• V••• L•••••• joined Schedule A of CTC M••••, LLC as Director
- Oct 1, 2014T•••• a• J•••••• (Director) no longer on Schedule A of CTC M••••, LLC
- Aug 1, 2014D••••• H••••• H•••••• joined Schedule A of CTC M••••, LLC as Director
- May 14, 2014M••• R••• C••••••• (Director) no longer on Schedule A of H••••• M••••, LLC
- Mar 1, 2014G•••••• R•••••• N•••• joined Schedule A of H••••• M••••, LLC as Director
- Feb 25, 2014A••••• M•••• P••••• (Chief Compliance Officer) no longer on Schedule A of H••••• M••••, LLC
- Feb 1, 2014M•••••• R•••••• H••••••••• joined Schedule A of H••••• M••••, LLC as Chief Compliance Officer
- Apr 1, 2013J•••• M• H••••• (Coo) no longer on Schedule A of H••••• M••••, LLC
- Jan 31, 2013J•••• A•••••• P••••••• (Chief Compliance Officer) no longer on Schedule A of H••••• M••••, LLC
- Jan 1, 2013R••••• G••• G••• joined Schedule A of H••••• M••••, LLC as Chief Operating Officer
- Jan 1, 2013A••••• M•••• P••••• joined Schedule A of H••••• M••••, LLC as Chief Compliance Officer
- Dec 21, 2012J••• A••• A•••• (Board Member) no longer on Schedule A of H••••• M••••, LLC
- Dec 21, 2012C•••• A•••••• R•••••• (President) no longer on Schedule A of H••••• M••••, LLC
- Dec 21, 2012C••••• M•••• M•••••• (Evp & Board Member) no longer on Schedule A of H••••• M••••, LLC
- Dec 1, 2012T•••• a• J•••••• joined Schedule A of H••••• M••••, LLC as Director
- Dec 1, 2012H••••• L• A•••••••• joined Schedule A of H••••• M••••, LLC as Managing Director
- Dec 1, 2012J••• A•••••• B•••••••• joined Schedule A of H••••• M••••, LLC as President
- Dec 1, 2012M••• R••• C••••••• joined Schedule A of H••••• M••••, LLC as Director
- Jul 24, 2012P•••••• J••••• M••••• (Vice President) no longer on Schedule A of H••••• M••••, LLC
- Jul 24, 2012D•••••• L•••• A••••••• (Director) no longer on Schedule A of H••••• M••••, LLC
- Jul 24, 2012R•••••• a• G••••• (Cao And Director Of Operations) no longer on Schedule A of H••••• M••••, LLC
- Jul 24, 2012R•••••• S•••• E•• (Principal, Compliance Operations) no longer on Schedule A of H••••• M••••, LLC
- Jul 24, 2012P••• R•••••• S••••• (Vice President) no longer on Schedule A of H••••• M••••, LLC
- Mar 30, 2012M•••• I••••••••• P••••••• I•• L••• first reported on Form ADV by H••••• M•••• Investment Advisory Services LLC (Venture Capital Fund)Fund first reported on Form ADVFundsFactM•••• I••••••••• P••••••• I•• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012M•••• I••••••••• P••••••• I• L• first reported on Form ADV by H••••• M•••• Investment Advisory Services LLC (Venture Capital Fund)Fund first reported on Form ADVFundsFactM•••• I••••••••• P••••••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012H••••• M•••• Investment Advisory Services LLC first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Corporate venture (probable, 80%, cls-1)corporate parent: B•• F•••••••• C•••
Evidence
100 observations from 3 sources