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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / B••••••• J•••• L••
B••••••• J•••• L••
Private equity with venture activity · probableSeattle, WAb•••••••••SEC registered investment adviser
Individual financial decisions impact your big-picture goals. Personal CFOs work across your balance sheet to keep you on track.
registered adviser; venture funds are 12% of 4 private funds
Importance
17
moderate
Active deployment
4
low
Emerging
0
low
Completeness
63
high
Freshness
99
high
Research priority
4
low
Identity and regulatory footprint
- Headquarters
- Seattle, WAadviserinfo.sec.gov
- Office address
- 2030 1ST AVENUE, 3RD FLOOR, Seattle, WA, 98121adviserinfo.sec.gov
- Business phone
- 206-258-5000adviserinfo.sec.gov
- Website
- H•••••••••
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Dec 6, 2024
- Private funds reported
- 4 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $49.1Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $12Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 241
- business phone
- 206-258-5000adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
- Sectors
- climate
- Stages
- not stated or not yet read
- Geography
- global, michigan, seattle
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
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 n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
0 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| B••••••• J•••• V•••••• C•••••• I•• L•• | Fund | unknown | Wound down | $0 Dec 12, 2023 | 37 | 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
27 current, 10 departed
A•••• E•••••••
AssociateTax Associate
A•••• B•••••
AssociateAssociate Advisor
A••• C•••••••
AssociateAssociate Advisor
A••• F••••
AssociateAssociate Advisor
A••••• F•••••••••
AssociateTax Associate
A••••••• V•••••••••
AssociateAssociate Advisor
A••••• R•••••••••
AssociateAssociate Advisor
A••• W••••••
Board or advisoryFamily Wealth Advisor
A••••• C•••••••••
Board or advisoryLead Advisor
A•• H••••••••
Board or advisoryTax Lead Advisor
S•• A••
Board or advisoryFind your advisor
J•• D•••• J••••
Founder or executiveChief Executive Officer · since Oct 1, 1999
A••• C•••••••
PartnerCorporate Impact Manager
A••••• R•••
PartnerTax Manager
B•••• C• T•••
PartnerChief Investment Officer · since Jul 1, 2013
C•••••• E•••• B•••••••
PartnerManaging Director · since Oct 1, 1999
T•••• M•••••••
PartnerManaging Director · since Nov 1, 2012
A•••• C•••••••
Platform and operationsSenior Manager, M•••eting Operations
A•••• K•••••
Platform and operationsChief Operating Officer · since Feb 1, 2021
C••••• M• D•••••
Platform and operationsChief Experience Officer · since Sep 1, 2020
C•••••••• O••••
Platform and operationsGeneral Counsel, Chief Compliance Officer · since May 1, 2024
J••• D••••••••
Platform and operationsChief M•••eting Officer · since Dec 1, 2019
M••• R• J••••
Platform and operationsChief Revenue Officer · since Sep 1, 2021
S•••• L••••
Platform and operationsChief Strategy Officer · since Jan 1, 2019
T•• W•••••• R••••
Platform and operationsChief Technology Officer · since Jun 1, 2023
A•••• G•••••
PrincipalArt Director
T••••• P•••••• P••••••
Vice presidentVice President Of Client Services · since Apr 1, 2012
10 departed (kept with end dates)
- B•••• H• C•••••• · Senior Lead Advisor · Jan 1, 2005 to Apr 5, 2022 Inference
- C•••• M•••••• C••••••••• · Member · Nov 1, 2007 to Mar 29, 2019 Inference
- E••• J•••• W••••••• · Member · Jan 1, 2007 to Mar 29, 2019 Inference
- J••••• F•••••• M••••••• · Member · Sep 1, 2003 to Mar 29, 2019 Inference
- K••• B•••• L••••• · Member · Jul 1, 2008 to Mar 29, 2019 Inference
- M•••••• A•••• C••••• · Member · Apr 1, 2014 to Mar 29, 2019 Inference
- M•••••• L•••• M•••••• · Member · Jan 1, 2016 to Mar 29, 2019 Inference
- A••• W••• S••••••• · Chief Compliance Officer, Cfo & General Counsel · Jan 1, 2008 to Nov 6, 2012 Inference
- T••••• P•••••• P•••••• · Chief Compliance Officer · Nov 1, 2012 to Dec 5, 2012 Inference
- V••••••• S•••••• R•••• · Chief Compliance Officer/Director Of Finance And Accounting · Aug 1, 2015 to Sep 9, 2016 Inference
Investments on record
1 edges, 1 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| R••••• L••• F••••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact 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
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
28 dated events
- May 1, 2024C•••••••• O•••• joined Schedule A of B••••••• J•••• L•• as General Counsel, Chief Compliance Officer
- Mar 29, 2024B••••••• J•••• V•••••• C•••••• I•• L•• no longer reported on Form ADV by B••••••• J•••• L••Fund no longer reportedFundsInferenceB••••••• J•••• V•••••• C•••••• I•• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 1, 2023T•• W•••••• R•••• joined Schedule A of B••••••• J•••• L•• as Chief Technology Officer
- Apr 5, 2022B•••• Howard C•••••• (Senior Lead Advisor) no longer on Schedule A of B••••••• J•••• L••
- Sep 1, 2021M••• R• J•••• joined Schedule A of B••••••• J•••• L•• as Chief Revenue Officer
- Feb 1, 2021A•••• K••••• joined Schedule A of B••••••• J•••• L•• as Chief Operating Officer
- Sep 1, 2020C••••• M• D••••• joined Schedule A of B••••••• J•••• L•• as V.P. Of Client Experience
- Dec 1, 2019J••• D•••••••• joined Schedule A of B••••••• J•••• L•• as Chief M•••eting Officer
- Mar 29, 2019K••• B•••• L••••• (Member) no longer on Schedule A of B••••••• J•••• L••
- Mar 29, 2019E••• J•••• W••••••• (Member) no longer on Schedule A of B••••••• J•••• L••
- Mar 29, 2019C•••• M•••••• C••••••••• (Member) no longer on Schedule A of B••••••• J•••• L••
- Mar 29, 2019J••••• F•••••• M••••••• (Member) no longer on Schedule A of B••••••• J•••• L••
- Mar 29, 2019M•••••• A•••• C••••• (Member) no longer on Schedule A of B••••••• J•••• L••
- Mar 29, 2019M•••••• L•••• M•••••• (Member) no longer on Schedule A of B••••••• J•••• L••
- Jan 1, 2019S•••• L•••• joined Schedule A of B••••••• J•••• L•• as Member
- Sep 9, 2016V••••••• S•••••• R•••• (Chief Compliance Officer/Director Of Finance And Accounting) no longer on Schedule A of B••••••• J•••• L••
- Jan 1, 2016M•••••• L•••• M•••••• joined Schedule A of B••••••• J•••• L•• as Member
- Aug 1, 2015V••••••• S•••••• R•••• joined Schedule A of B••••••• J•••• L•• as Chief Compliance Officer/Director Of Finance And Accounting
- Apr 1, 2014M•••••• A•••• C••••• joined Schedule A of B••••••• J•••• L•• as Member
- Jul 1, 2013B•••• C• T••• joined Schedule A of B••••••• J•••• L•• as Member
- Dec 5, 2012T••••• P•••••• P•••••• (Chief Compliance Officer) no longer on Schedule A of B••••••• J•••• L••
- Nov 6, 2012A••• W••• S••••••• (Chief Compliance Officer, Cfo & General Counsel) no longer on Schedule A of B••••••• J•••• L••
- Nov 1, 2012T•••• M••••••• joined Schedule A of B••••••• J•••• L•• as Chief Compliance Officer / Chief Operations Officer
- Apr 1, 2012T••••• P•••••• P•••••• joined Schedule A of B••••••• J•••• L•• as Member
- Mar 30, 2012B••••••• J•••• L•• 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)
- Mar 30, 2012B••••••• J•••• V•••••• C•••••• I•• L•• first reported on Form ADV by B••••••• J•••• L•• (Venture Capital Fund), GAV $8,860,000Fund first reported on Form ADVFundsFactB••••••• J•••• V•••••• C•••••• I•• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 1, 2007C•••• M•••••• C••••••••• joined Schedule A of B••••••• J•••• L•• as Lead Advisor
- Sep 1, 2003J••••• F•••••• M••••••• joined Schedule A of B••••••• J•••• L•• as Lead Advisor
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 12% of 4 private funds
Evidence
103 observations from 2 sources