DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Venture Capital Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.
Firms / C••••••••• W••• • C• I••
C••••••••• W••• • C• I••
Private equity with venture activity · probableSan Diego, CAc••••.comSEC registered investment adviser
••• Locked
registered adviser; venture funds are 24% of 0 private funds
Importance
8
low
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
97
high
Research priority
3
low
Identity and regulatory footprint
- Headquarters
- San Diego, CAadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- c••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Dec 17, 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
- $913Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 21
- Owners on Schedule A
- C•••• 2••• I••••••••• T•••• (Owner), B; C•••• 2••• I••••••••• T•••• (Owner), B; C•••• 2••• I••••••••• T•••• (Owner), B; P•••• 2••• I••••••••• T•••• (Owner), B; P•••• 2••• I••••••••• T•••• (Owner), B; P•••• 2••• I••••••••• T•••• (Owner), B
- business email
- info@cweil.comcweil.compublished by the subject
- business phone
- 858-724-6040adviserinfo.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, 6 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| C•• N•••• F••• 1• L•• | Fund | 2017 adv first reported | Wound down | $4.9M May 15, 2023 | 66 | unknown | unknown |
| C•• H•••••••• F••• 1• L•• | Fund | 2014 adv first reported | Wound down | $9.1M May 15, 2023 | 82 | unknown | unknown |
| C•• V••••••• 2•••• L• | Fund | 2000 name year | Wound down | $31,676 Jun 18, 2019 | 16 | unknown | unknown |
| C•• M••••• L•• | Fund | unknown | Wound down | $557,141 Feb 2, 2018 | 90 | unknown | unknown |
| S•• V••••••• 9•••• L• | Fund | unknown | Wound down | $157,300 Oct 26, 2016 | 17 | unknown | unknown |
| S•• V••••••• 9••••• L• | Fund | unknown | Wound down | $5,875 Jun 18, 2019 | 8 | 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
6 current, 0 departed
C••••••••• F•••••• W•••
Founder or executiveChairman, Treasurer · since Dec 1, 2011
C•••••• S•••••• W•••
OtherBeneficiary Of Both Trusts · since Dec 1, 2011
K•• V••••••• W••••
OtherBeneficiary Of Both Trusts · since Dec 1, 2011
M•••••• F•••••• W•••
OtherBeneficiary Of Both Trusts · since Dec 1, 2011
J••• V•••••• W••••
Platform and operationsPresident & Ceo, Compliance Officer Corporate: Secretary · since Jan 1, 2005
L•••• T•••••• G•••••
Platform and operationsChief Financial Officer, Chief Compliance Officer · since Jan 1, 2005
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
15 dated events
- Dec 17, 2024C•• H•••••••• F••• 1• L•• no longer reported on Form ADV by C••••••••• W••• • C• I••Fund no longer reportedFundsInferenceC•• H•••••••• F••• 1• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 17, 2024C•• N•••• F••• 1• L•• no longer reported on Form ADV by C••••••••• W••• • C• I••Fund no longer reportedFundsInferenceC•• N•••• F••• 1• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 26, 2019C•• V••••••• 2•••• L• no longer reported on Form ADV by C••••••••• W••• • C• I••Fund no longer reportedFundsInferenceC•• V••••••• 2•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 26, 2019S•• V••••••• 9••••• L• no longer reported on Form ADV by C••••••••• W••• • C• I••Fund no longer reportedFundsInferenceS•• V••••••• 9••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 27, 2018C•• M••••• L•• no longer reported on Form ADV by C••••••••• W••• • C• I••Fund no longer reportedFundsInferenceC•• M••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 27, 2018K•• V••••••• W•••• (Beneficiary Of Both Trusts) no longer on Schedule A of C••••••••• W••• • C• I••
- Jan 31, 2017S•• V••••••• 9•••• L• no longer reported on Form ADV by C••••••••• W••• • C• I••Fund no longer reportedFundsInferenceS•• V••••••• 9•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 31, 2017C•• N•••• F••• 1• L•• first reported on Form ADV by C••••••••• W••• • C• I•• (Venture Capital Fund), GAV $2,692,000Fund first reported on Form ADVFundsFactC•• N•••• F••• 1• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 2, 2014C•• H•••••••• F••• 1• L•• first reported on Form ADV by C••••••••• W••• • C• I•• (Venture Capital Fund), GAV $1,040,500Fund first reported on Form ADVFundsFactC•• H•••••••• F••• 1• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 22, 2011S•• V••••••• 9••••• L• first reported on Form ADV by C••••••••• W••• • C• I•• (Venture Capital Fund), GAV $100,655Fund first reported on Form ADVFundsFactS•• V••••••• 9••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 22, 2011C•• M••••• L•• first reported on Form ADV by C••••••••• W••• • C• I•• (Venture Capital Fund), GAV $1,431,000Fund first reported on Form ADVFundsFactC•• M••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 22, 2011C••••••••• W••• • C• I•• 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)
- Dec 22, 2011S•• V••••••• 9•••• L• first reported on Form ADV by C••••••••• W••• • C• I•• (Venture Capital Fund), GAV $242,742Fund first reported on Form ADVFundsFactS•• V••••••• 9•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 22, 2011C•• V••••••• 2•••• L• first reported on Form ADV by C••••••••• W••• • C• I•• (Venture Capital Fund), GAV $491,000Fund first reported on Form ADVFundsFactC•• V••••••• 2•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Dec 1, 2011K•• V••••••• W•••• joined Schedule A of C••••••••• W••• • C• I•• as Beneficiary Of Both Trusts
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 24% of 0 private funds
Evidence
53 observations from 2 sources