DFX Intelligence
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B•••••••• C•••••• P••••••• L•
CandidateSEC exempt reporting adviser· Palm Beach, Florida
Candidate, based in Palm Beach, Florida, reporting $102M of private fund gross assets across 1 fund.
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
- $102M
- 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 advisersCandidate, candidateShowHide
Importance
11
low
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
100
high
Research priority
4
low
CandidateSEC exempt reporting adviser
no sworn venture fact yet (name or round mention only)
Identity and regulatory footprint
- Headquarters
- Palm Beach, FLa•••••••••.s••.gov
- Office address
- ••• Lockeda•••••••••.s••.gov
- Business phone
- ••• Lockeda•••••••••.s••.gov
- Website
- b•••••••••.com
- SEC adviser type
- exempt reporting advisera•••••••••.s••.gov
- SEC exemption claimed
- private fund advisera•••••••••.s••.gov
- Latest Form ADV
- Mar 13, 2024
- Private funds reported
- 1 (0 venture capital funds)a•••••••••.s••.gov
- Private fund gross assets
- $102Ma•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- B•••••••• C•••••• H••••••• L•• (General Partner), NA
- business email
- ••• Lockedb•••••••••.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
- 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 no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
2 current, 1 departed
H••••• M••••••• C••••••
Managing partnerNon-Managing Member · since Jul 1, 2016
J••••• E••••• C••••••
Platform and operationsLimited Partner/Cio/Cco · since Jul 1, 2016
1 departed (kept with end dates)
- K•••• E••• S•••• · Coo/ Cco/ Cfo · Sep 1, 2016 to Feb 11, 2019 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
2 dated events
- Feb 11, 2019••• Locked
- Jan 17, 2017••• LockedFirst SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Candidate (candidate, 50%, cls-1)no sworn venture fact yet (name or round mention only)
Evidence
50 observations from 2 sources