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.
Firms / Sanctuary Advisors, LLC
Sanctuary Advisors, LLC
corporate parent: AZ US Holdings Inc.
Importance
7
low
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
100
high
Research priority
2
low
Identity and regulatory footprint
- Headquarters
- Indianapolis, INadviserinfo.sec.gov
- Office address
- 3815 RIVER CROSSING PKWY, SUITE 200, Indianapolis, IN, 46240adviserinfo.sec.gov
- Business phone
- 317-975-7729adviserinfo.sec.gov
- Website
- HTTPS://WWW.SANCTUARYWP.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Dec 12, 2024
- Private funds reported
- 0 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- unknownreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $22Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 633
- Owners on Schedule A
- Azimut Uk Holdings Ltd. (Owner), E; AZ US Holdings Inc. (Member - Class A Units), D; Sanctuary Wealth Group LLC (Sole Member), E; Azimut Holdings S.P.A (Owner), E
- business phone
- 317-975-7729adviserinfo.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
0 reported, 3 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Noyes Torchlite Investment Fund, LLC | Fund | 2019 adv first reported | Wound down | $475,000 Jan 8, 2021 | 10 | unknown | unknown |
| Noyes Clear Software Investment Fund, LLC | Fund | 2015 adv first reported | Wound down | $382,000 Jan 8, 2021 | 8 | unknown | unknown |
| Noyes Steadyserv Investment Fund LLC | Fund | 2015 adv first reported | Wound down | $0 Jan 8, 2021 | 26 | 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
8 current, 20 departed
Robert Walter
Founder or executivePresident · since Oct 1, 2021
Adam Scott Malamed
PartnerElected Manager Of Sanctuary Wealth Group, Llc · since Oct 1, 2022
David Kennedy Chene
PartnerElected Manager Of Sanctuary Wealth Group, Llc · since Jun 1, 2022
James Matthew Didden
PartnerElected Manager Of Sanctuary Wealth Group, Llc · since Jun 1, 2022
Massimo Guiati
PartnerElected Manager Of Sanctuary Wealth Group, Llc · since Jun 1, 2022
Richard Jay Lampen
PartnerElected Independent Manager Of Sanctuary Wealth Group, Llc · since Jul 1, 2023
Kevin Joseph Miller
Platform and operationsChief Legal Officer · since Nov 1, 2023
Kevin Paul Chase
Platform and operationsChief Compliance Officer · since Apr 1, 2023
20 departed (kept with end dates)
- Cheryl a Bayley-Young · Trustee · Nov 1, 2012 to Feb 19, 2019 Inference
- Mark F Bayley · Trustee · Nov 1, 2012 to Feb 19, 2019 Inference
- Mark William Damer · Ceo & President · Jan 1, 2015 to Sep 25, 2018 Inference
- Matthew Mark Reynolds · President · Sep 1, 2018 to Apr 30, 2019 Inference
- Vincent Joseph Fertitta · President · Oct 1, 2019 to Oct 28, 2021 Inference
- James R Dickson · Elected Manager Of Sanctuary Wealth Group, Llc · Jun 1, 2022 to Mar 3, 2023 Inference
- David Michael Shane · Chief Financial Officer · Sep 1, 2018 to Nov 24, 2021 Inference
- Dominic Conenna · Chief Financial Officer · Jan 1, 2015 to Jun 30, 2017 Inference
- Jacob Daniel Palmer · Chief Compliance Officer (Interim) · Jun 1, 2021 to Oct 28, 2021 Inference
- John Carl Swhear · Chief Compliance Officer · Sep 1, 2018 to Feb 19, 2019 Inference
- Kelly Marie Tramontano · Chief Operating Officer · Apr 1, 2020 to Sep 8, 2021 Inference
- Michael H Longley · Chief Operating Officer · Sep 1, 2018 to Mar 24, 2020 Inference
- Miles J. Edwards · General Counsel & Chief Compliance Officer · Oct 1, 2021 to Apr 17, 2023 Inference
- Robert Edward Gaudio · Managing Director Of Operations · Oct 1, 2021 to Mar 17, 2023 Inference
- Robert Lynn Cram · General Counsel · Jan 1, 2015 to Mar 24, 2020 Inference
- Timothy D Smeal · Director Of Operations · Oct 1, 2021 to Mar 17, 2023 Inference
- Brian Forrest Cooke · Board Member , Director · Nov 1, 2016 to Apr 30, 2019 Inference
- John Christopher Cooke · Board Member, Director · Nov 1, 2016 to Apr 30, 2019 Inference
- Lowry Hinch Bayley · Board Member, Director · Jan 1, 2015 to Apr 30, 2019 Inference
- Scott Thomas Wolfrum · Board Member, Director · Jan 1, 2015 to Mar 30, 2018 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
48 dated events
- Mar 26, 2024Noyes Clear Software Investment Fund, LLC no longer reported on Form ADV by Sanctuary Advisors, LLCFund no longer reportedFundsInferenceNoyes Clear Software Investment Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 26, 2024Noyes Torchlite Investment Fund, LLC no longer reported on Form ADV by Sanctuary Advisors, LLCFund no longer reportedFundsInferenceNoyes Torchlite Investment Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 26, 2024Noyes Steadyserv Investment Fund LLC no longer reported on Form ADV by Sanctuary Advisors, LLCFund no longer reportedFundsInferenceNoyes Steadyserv Investment Fund LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 1, 2023Kevin Joseph Miller joined Schedule A of Sanctuary Advisors, LLC as Chief Legal Officer
- Jul 1, 2023Richard Jay Lampen joined Schedule A of Sanctuary Advisors, LLC as Elected Independent Manager Of Sanctuary Wealth Group, Llc
- Apr 17, 2023Miles Joshua Edwards (General Counsel & Chief Compliance Officer) no longer on Schedule A of Sanctuary Advisors, LLC
- Apr 1, 2023Kevin P Chase joined Schedule A of Sanctuary Advisors, LLC as Chief Compliance Officer
- Mar 17, 2023Timothy Duane Smeal (Director Of Operations) no longer on Schedule A of Sanctuary Advisors, LLC
- Mar 17, 2023Robert Edward Gaudio (Managing Director Of Operations) no longer on Schedule A of Sanctuary Advisors, LLC
- Mar 3, 2023James R Dickson (Elected Manager Of Sanctuary Wealth Group, Llc) no longer on Schedule A of Sanctuary Advisors, LLC
- Oct 1, 2022Adam Scott Malamed joined Schedule A of Sanctuary Advisors, LLC as Elected Manager Of Sanctuary Wealth Group, Llc
- Jun 1, 2022David Kennedy Chene joined Schedule A of Sanctuary Advisors, LLC as Elected Manager Of Sanctuary Wealth Group, Llc
- Jun 1, 2022James Matthew Didden joined Schedule A of Sanctuary Advisors, LLC as Elected Manager Of Sanctuary Wealth Group, Llc
- Jun 1, 2022Massimo Guiati joined Schedule A of Sanctuary Advisors, LLC as Elected Manager Of Sanctuary Wealth Group, Llc
- Nov 24, 2021David Michael Shane (Chief Financial Officer) no longer on Schedule A of Sanctuary Advisors, LLC
- Oct 28, 2021Jacob Daniel Palmer (Chief Compliance Officer (Interim)) no longer on Schedule A of Sanctuary Advisors, LLC
- Oct 28, 2021Vincent Joseph Fertitta (President) no longer on Schedule A of Sanctuary Advisors, LLC
- Oct 1, 2021Robert Edward Gaudio joined Schedule A of Sanctuary Advisors, LLC as Managing Director Of Operations
- Oct 1, 2021Timothy D Smeal joined Schedule A of Sanctuary Advisors, LLC as Director Of Operations
- Oct 1, 2021Miles J. Edwards joined Schedule A of Sanctuary Advisors, LLC as General Counsel & Chief Compliance Officer
- Sep 8, 2021Kevin Paul Chase (Chief Compliance Officer) no longer on Schedule A of Sanctuary Advisors, LLC
- Sep 8, 2021Kelly Marie Tramontano (Chief Operating Officer) no longer on Schedule A of Sanctuary Advisors, LLC
- Jun 1, 2021Jacob Daniel Palmer joined Schedule A of Sanctuary Advisors, LLC as Chief Compliance Officer (Interim)
- Apr 1, 2020Kelly Marie Tramontano joined Schedule A of Sanctuary Advisors, LLC as Chief Operating Officer
- Mar 24, 2020Robert Lynn Cram (General Counsel) no longer on Schedule A of Sanctuary Advisors, LLC
- Mar 24, 2020Michael H Longley (Chief Operating Officer) no longer on Schedule A of Sanctuary Advisors, LLC
- Oct 1, 2019Vincent Joseph Fertitta joined Schedule A of Sanctuary Advisors, LLC as President
- Apr 30, 2019John Christopher Cooke (Board Member, Director) no longer on Schedule A of Sanctuary Advisors, LLC
- Apr 30, 2019Brian Forrest Cooke (Board Member , Director) no longer on Schedule A of Sanctuary Advisors, LLC
- Apr 30, 2019Lowry Hinch Bayley (Board Member, Director) no longer on Schedule A of Sanctuary Advisors, LLC
- Apr 30, 2019Matthew Mark Reynolds (President) no longer on Schedule A of Sanctuary Advisors, LLC
- Mar 29, 2019Noyes Torchlite Investment Fund, LLC first reported on Form ADV by Sanctuary Advisors, LLC (Venture Capital Fund), GAV $475,000Fund first reported on Form ADVFundsFactNoyes Torchlite Investment Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 19, 2019Cheryl a Bayley-Young (Trustee) no longer on Schedule A of Sanctuary Advisors, LLC
- Feb 19, 2019Mark F Bayley (Trustee) no longer on Schedule A of Sanctuary Advisors, LLC
- Feb 19, 2019John Carl Swhear (Chief Compliance Officer) no longer on Schedule A of Sanctuary Advisors, LLC
- Oct 1, 2018Robert Walter joined Schedule A of Sanctuary Advisors, LLC as Chief Risk Officer
- Sep 25, 2018Mark William Damer (Ceo & President) no longer on Schedule A of Noyes Advisors LLC
- Sep 1, 2018John Carl Swhear joined Schedule A of Noyes Advisors LLC as Chief Compliance Officer
- Sep 1, 2018David Michael Shane joined Schedule A of Noyes Advisors LLC as Chief Financial Officer
- May 1, 2018James R Dickson joined Schedule A of Noyes Advisors LLC as Board Member, Director, President
- Mar 30, 2018Scott Thomas Wolfrum (Board Member, Director) no longer on Schedule A of Noyes Advisors LLC
- Jan 1, 2018Michael H Longley joined Schedule A of Noyes Advisors LLC as Chief Financial Officer
- Jun 30, 2017Dominic Conenna (Chief Financial Officer) no longer on Schedule A of Noyes Advisors LLC
- Nov 1, 2016Brian Forrest Cooke joined Schedule A of Noyes Advisors LLC as Board Member , Director
- Nov 1, 2016John Christopher Cooke joined Schedule A of Noyes Advisors LLC as Board Member, Director
- Nov 12, 2015Noyes Steadyserv Investment Fund LLC first reported on Form ADV by Noyes Advisors LLC (Venture Capital Fund)Fund first reported on Form ADVFundsFactNoyes Steadyserv Investment Fund LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 5, 2015Noyes Clear Software Investment Fund, LLC first reported on Form ADV by Noyes Advisors LLC (Venture Capital Fund), GAV $100,000Fund first reported on Form ADVFundsFactNoyes Clear Software Investment Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 28, 2015Noyes Advisors 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 (candidate, 50%, cls-1)corporate parent: AZ US Holdings Inc.
Evidence
235 observations from 2 sources