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.
Firms / Joseph Sassoon Group LLC
Joseph Sassoon Group LLC
no sworn venture fact yet (name or round mention only)
Importance
14
low
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
99
high
Research priority
5
low
Identity and regulatory footprint
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- 48 WALL STREET, FL 11, New York, NY, 10005adviserinfo.sec.gov
- Business phone
- (212) 918-4582adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 31, 2023
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $100Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $100Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 7
- Owners on Schedule A
- The Sassoon Family Continuation Trust (Member), E; J. Sassoon Financial Group (Member), E; Aleph Holding I, LLC (Member), E
- business phone
- (212) 918-4582adviserinfo.sec.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 n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Real Estate Investment Trust 13 LLC | Fund | 2022 adv first reported | Active deployment | $76.0M Aug 15, 2022 | 2 | unknown | unknown |
| Sassoon Fund I, LP | Fund · ADV: Private Equity Fund | unknown | Unknown | $100M Mar 31, 2023 | 1 | unknown | unknown |
| Tachyon Fund LP | Fund | 2022 adv first reported | Wound down | $75.0M Feb 17, 2023 | 2 | 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
4 current, 2 departed
Paul Lerner
Board or advisoryTrustee · since Feb 1, 2021
Daniel a Corey
Founder or executiveChief Executive Officer · since Nov 1, 2022
David Solomon Sassoon
Founder or executiveChairman · since Nov 1, 2021
Yvonne I Pytlik
Platform and operationsChief Compliance Officer · since Nov 1, 2022
2 departed (kept with end dates)
- Julie Anderson · Chief Compliance Officer · Jun 1, 2022 to Nov 18, 2022 Inference
- Theodore George Burton Kronmiller · Chief Compliance Officer · Feb 1, 2022 to Aug 2, 2022 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
11 dated events
- Mar 31, 2023Tachyon Fund LP no longer reported on Form ADV by Joseph Sassoon Group LLCFund no longer reportedFundsInferenceTachyon Fund LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 18, 2022Julie Anderson (Chief Compliance Officer) no longer on Schedule A of Joseph Sassoon Group LLC
- Nov 1, 2022Yvonne I Pytlik joined Schedule A of Joseph Sassoon Group LLC as Chief Compliance Officer
- Sep 22, 2022Tachyon Fund LP first reported on Form ADV by Joseph Sassoon Group LLC (Venture Capital Fund), GAV $75,000,000Fund first reported on Form ADVFundsFactTachyon Fund LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Aug 11, 2022Real Estate Investment Trust 13 LLC first reported on Form ADV by Joseph Sassoon Group LLC (Venture Capital Fund), GAV $76,000,000Fund first reported on Form ADVFundsFactReal Estate Investment Trust 13 LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Aug 2, 2022Theodore George Burton Kronmiller (Chief Compliance Officer) no longer on Schedule A of Joseph Sassoon Group LLC
- Jul 1, 2022Daniel a Corey joined Schedule A of Joseph Sassoon Group LLC as Chief Investment Officer
- Jun 9, 2022Joseph Sassoon Group LLC 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)
- Jun 9, 2022Sassoon Fund I, LP first reported on Form ADV by Joseph Sassoon Group LLC (Securitized Asset Fund), GAV $1,000,000Fund first reported on Form ADVFundsFactSassoon Fund I, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 1, 2022Julie Anderson joined Schedule A of Joseph Sassoon Group LLC as Chief Compliance Officer
- Feb 1, 2021Paul Lerner joined Schedule A of Joseph Sassoon Group LLC as Trustee
Classification history
- Sep 12, 2026Candidate (candidate, 50%, cls-1)no sworn venture fact yet (name or round mention only)
Evidence
24 observations from 2 sources