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.
A••• F•• C•••••• M••••••••• L••
Private equity with venture activitySEC-registered adviserClassification probable· Fort Worth, Texas
Private equity with venture activity, based in Fort Worth, Texas, reporting $438M of private fund gross assets across 2 funds.
Composed from this organization's classification, location and filed figures.
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
- Fund gross assets
- $438M
- New companies, 12 mo
- Not established
- Investment team
- 1
- Latest vintage
- Not established
Form ADV, Schedule D
Form ADV Schedule A and the firm's team page
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
Why this matters
- Contact points 2
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Importance
19
moderate
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
100
high
Research priority
5
low
Private equity with venture activity · probableSEC registered investment adviser
registered adviser; venture funds are 0% of 2 private funds
Identity and regulatory footprint
- Headquarters
- Fort Worth, TXa•••••••••.s••.gov
- Office address
- ••• Lockeda•••••••••.s••.gov
- Business phone
- ••• Lockeda•••••••••.s••.gov
- Website
- a•••••••••.com
- SEC adviser type
- registered investment advisera•••••••••.s••.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- May 8, 2024
- Private funds reported
- 2 (0 venture capital funds)a•••••••••.s••.gov
- Private fund gross assets
- $438Ma•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $438Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 7
- business email
- ••• Lockeda•••••••••.compublished by the subject
- business phone
- ••• Lockeda•••••••••.s••.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
- new york, texas
- 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 no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| A••• F•• S•• 1• L• | SPV or co-invest vehicle · ADV: Other Private Fund | unknown | Unknown | $16.0M May 14, 2021 | 22 | $0 | May 8, 2020 |
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
2 current, 1 departed
P•••••• C••••• H••••
Managing partnerManaging Member, Founder · since Apr 1, 2018
R••••• L••••••• Z•••
Platform and operationsChief Compliance Officer, Chief Operating Officer · since Nov 1, 2022
1 departed (kept with end dates)
- N••••• L••••• · Head Of Business Development & Investor Relations · Nov 1, 2022 to Jan 3, 2023 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
5 dated events
- Jan 3, 2023••• Locked
- Nov 1, 2022••• Locked
- Sep 1, 2020••• Locked
- May 14, 2020••• LockedFirst SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 14, 2020••• LockedFund first reported on Form ADVFundsFactA••• F•• S•• 1• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 2 private funds
Evidence
64 observations from 2 sources