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A••••••••• E••••• P•••••••• I•••

CandidateSEC exempt reporting adviser· San Juan

Candidate, based in San Juan, reporting $148M of private fund gross assets across 8 funds.

Composed from this organization's classification, location and filed figures.

Fund gross assets
$148M
Form ADV, Schedule D
New companies, 12 mo
None
Portfolio pages, financing announcements and Form D
Investment team
1
Form ADV Schedule A and the firm's team page
Latest vintage
2017
Form ADV and Form D
Investments (21)Team (1)Funds
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
Why this matters
Scores, classification basis and filing advisersCandidate, candidateShow
Importance
31
moderate
Active deployment
0
low
Emerging
0
low
Completeness
69
high
Freshness
97
high
Research priority
5
low
CandidateSEC exempt reporting adviser

no sworn venture fact yet (name or round mention only)

Identity and regulatory footprint
Headquarters
San Juan, PRa•••••••••.s••.gov
Office address
••• Lockeda•••••••••.s••.gov
Business phone
••• Lockeda•••••••••.s••.gov
Website
a•••••••••.com
SEC adviser type
exempt reporting advisera•••••••••.s••.gov
SEC exemption claimed
private fund advisera•••••••••.s••.gov
Latest Form ADV
Sep 26, 2024
Private funds reported
8 (0 venture capital funds)a•••••••••.s••.gov
Private fund gross assets
$148Ma•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
V•••••• M••••••••• I••• (Direct Owner), D; M••••• • C••• I••• (Direct Owner), C
business phone
••• Lockeda•••••••••.s••.govpublished by the subject
Stated thesis versus observed behaviour
21 observed deals
Stated (the firm’s website)
Sectors
healthcare, consumer, edtech, industrial, media
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
unknown 100%
lead rate no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
Funds and vehicles
7 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
G••••••• P•••••• E••••• F••• L••• I••Fund · ADV: P•••••• Equity Fund2017 adv first reportedHarvest$21.0M
Sep 26, 2024
7$0Oct 27, 2016
G••••••• P•••••• E••••• F••• L••• I••••Feeder or parallel · ADV: P•••••• Equity Fund2017 adv first reportedHarvest$8.0M
Sep 26, 2024
3$0Oct 27, 2016
G••••••• P•••••• E••••• F••• L••• I••••Feeder or parallel · ADV: P•••••• Equity Fund2017 adv first reportedHarvest$792,804
Sep 26, 2024
3$0Feb 16, 2017
G••••••• P•••••• E••••• F••• L•••Fund · ADV: P•••••• Equity FundunknownUnknown$52.8M
Sep 26, 2024
10unknownunknown
G••••••• P•••••• E••••• F••• L••• I•Fund · ADV: P•••••• Equity FundunknownUnknown$25.8M
Sep 26, 2024
9unknownunknown
V•••••• C•••••• F•••• I•••Fund · ADV: P•••••• Equity FundunknownUnknown$23.9M
Sep 26, 2024
122unknownunknown
G••••••• P•••••• E••••• F••• L••• I•••Feeder or parallel · ADV: P•••••• Equity FundunknownUnknown$372,318
Sep 26, 2024
2unknownunknown
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
1 current, 2 departed
C•••• L•••• M•••••
O•••• • M••••• • C••• I••• · since Jun 1, 1989
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
2 departed (kept with end dates)
Investments on record
21 edges, 21 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
A•••• P• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
A•••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
C••••••••• C••••••••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
C•••••••• R•••• H••••••• I••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
F•• H•••••••• I••• ••• F•••••••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
H••••••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
H•••• P•••••••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
H•••••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
I••• J••••• C•••••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
I••••••• L•••• C•••••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
K•••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
M•••••• C••• S••••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
O•• L•••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
P•••••• P•••••••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
P••••• R••• A••••• H•••••• C••• I•••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Q•• M•••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Q••••• U••• I••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
T•••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
U•••••••• P••••••••• a•• M••••••••• ••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
V•• d•• S••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
V•••••• S•••• · exitedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
1 relationships from shared deals, counted for the whole firm
S•••••••• V•••••• P••••••• 1 shared · one time
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
13 dated events
  1. Sep 27, 2019
  2. Aug 16, 2017
  3. Aug 16, 2017
  4. Aug 16, 2017
  5. Aug 16, 2017
  6. Sep 29, 2015
  7. Aug 1, 2014
  8. Mar 30, 2012
  9. Mar 30, 2012
  10. Mar 30, 2012
  11. Mar 30, 2012
  12. Mar 30, 2012
  13. Jan 1, 2012
Classification history
  1. Sep 12, 2026
    Candidate (candidate, 50%, cls-1)
    no sworn venture fact yet (name or round mention only)
Evidence
48 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC exemption claimedprivate_fund_adviserSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserSep 25, 2025FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
SEC adviser typeexempt_reporting_adviserSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-30Sep 25, 2025FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
First Form ADV filing2012-03-30Sep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2025-09-25Sep 25, 2025FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Latest Form ADV filing2024-09-26Sep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Sep 25, 2025FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Venture share of reported funds0Sep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone••• LockedSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersSan Juan, PRSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address••• LockedSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formCorporationSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio page••• Locked
“••• Locked”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio page••• Locked
“••• Locked”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported8Sep 25, 2025FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Private funds reported8Sep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$137MSep 25, 2025FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Private fund gross assets (reported)$148MSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated sectorshealthcare,consumer,edtech,industrial,media
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,consumer,edtech,industrial,media
“sector words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Sep 25, 2025FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Venture funds reported0Sep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website••• LockedSep 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site title••• Locked
“••• Locked”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site title••• Locked
“••• Locked”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)