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.
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Firms / T••••••• A•••••••
T••••••• A•••••••
Private equity with venture activity · probableVero Beach, FLt•••••••••.comSEC registered investment adviser
Build the future of your healthcare business on the pillars of partnership.
registered adviser; venture funds are 0% of 6 private funds
Importance
28
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
63
high
Freshness
99
high
Research priority
12
low
Identity and regulatory footprint
- Headquarters
- Vero Beach, FLadviserinfo.sec.gov
- Office address
- 4445 N A1A, SUITE 230, Vero Beach, FL, 32963adviserinfo.sec.gov
- Business phone
- 312-255-0077adviserinfo.sec.gov
- Website
- t•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 1, 2024
- Private funds reported
- 6 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $316Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $316Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 9
- business phone
- 312-255-0077adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- healthcare
- 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
4 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| T••••••• F••• I•• •••• L• | Feeder or parallel · ADV: Private Equity Fund | 2023 form d first sale | Active deployment | $68.6M Jul 1, 2024 | 95 | $93.2M | Feb 26, 2025 |
| T••••••• F••• I••• L• | Fund · ADV: Private Equity Fund | 2023 form d first sale | Active deployment | $33.4M Jul 1, 2024 | 48 | $24.1M | Feb 26, 2025 |
| T••••••• F••• I• •••• L••• | Feeder or parallel · ADV: Private Equity Fund | 2022 form d first sale | Active deployment | $89.3M Jul 1, 2024 | 55 | $68.8M | Dec 19, 2022 |
| T••••••• F••• I•• L• | Fund · ADV: Private Equity Fund | 2021 form d first sale | Mature | $122M Jul 1, 2024 | 88 | $76.5M | Dec 21, 2022 |
| T••••••• F••• I• L• | Fund · ADV: Private Equity Fund | unknown | Wound down | $3.1M Jan 4, 2023 | 19 | 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
14 current, 0 departed
Z••• F•••••
AssociateAssociate
P•••••• J• H••••• I••
Founder or executiveChairman & Founder
P•••••• J•••• H•••••
Founder or executiveChairman & Ceo · since Jun 1, 2017
D••••• F• D••••
Managing partnerMANAGING PARTNER
M••••••• F•••••
OtherExecutive Business Administrator
D••• E••• D••••
PartnerPartner · since Oct 1, 2021
D••••• F•••••• D••••
Platform and operationsChief Compliance Officer, Partner · since Jun 1, 2017
L••• S•••••
Platform and operationsExecutive Assistant
D••• C• H•••• I••
PrincipalPrincipal
S•• T•••••
PrincipalPrincipal
A••••••• W•••••
Vice presidentVice President
D••• C•••••• H••••
Vice presidentVice President · since Jun 1, 2024
T•••• N•••••••
Vice presidentSenior Associate
Z••• Y••••
Vice presidentSenior Associate
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
10 dated events
- Jun 1, 2024D••• C•••••• H•••• joined Schedule A of T••••••• A••••••• as Vice President
- Mar 27, 2024T••••••• F••• I•• •••• L• first reported on Form ADV by T••••••• A••••••• (Private Equity Fund), GAV $60,872,174Fund first reported on Form ADVFundsFactT••••••• F••• I•• •••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 27, 2024T••••••• F••• I• L• no longer reported on Form ADV by T••••••• A•••••••Fund no longer reportedFundsInferenceT••••••• F••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 27, 2024T••••••• F••• I••• L• first reported on Form ADV by T••••••• A••••••• (Private Equity Fund), GAV $32,546,601Fund first reported on Form ADVFundsFactT••••••• F••• I••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 4, 2023T••••••• F••• I• •••• L••• first reported on Form ADV by T••••••• A••••••• (Private Equity Fund), GAV $70,475,000Fund first reported on Form ADVFundsFactT••••••• F••• I• •••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022T••••••• A••••••• first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022T••••••• F••• I• L• first reported on Form ADV by T••••••• A••••••• (Private Equity Fund), GAV $18,674,000Fund first reported on Form ADVFundsFactT••••••• F••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022T••••••• F••• I•• L• first reported on Form ADV by T••••••• A••••••• (Private Equity Fund), GAV $102,375,000Fund first reported on Form ADVFundsFactT••••••• F••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 1, 2021D••• E••• D•••• joined Schedule A of T••••••• A••••••• as Partner
- Jun 1, 2017D••••• F•••••• D•••• joined Schedule A of T••••••• A••••••• as Chief Compliance Officer, Partner
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 6 private funds
Evidence
30 observations from 2 sources