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 / Seifdune Management, LP
Seifdune Management, LP
Institutional venture firmSan Francisco, CAseifdune.comSEC venture capital fund adviseremerging manager
Seifdune is a global investment firm building and capitalizing category-defining technology businesses.
venture manager, reported GAV $174M across 3 vehicles
Importance
18
moderate
Active deployment
25
moderate
Emerging
96
high
Completeness
56
elevated
Freshness
100
high
Research priority
34
moderate
Identity and regulatory footprint
- Headquarters
- San Francisco, CAadviserinfo.sec.gov
- Office address
- 365 TONI STONE XING, 3RD FLOOR, San Francisco, CA, 94158adviserinfo.sec.gov
- Business phone
- 628-400-4788adviserinfo.sec.gov
- Website
- http://www.seifdune.com
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- May 29, 2026
- Private funds reported
- 2 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $174Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- Seifdune, LLC (General Partner), NA
- business phone
- 628-400-4788adviserinfo.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
- global
- 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
3 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Seifdune Liwa, LLC | Fund | 2026 form d first sale | Newly closed | unknown | unknown | $25.4M of $25.4M | Jun 3, 2026 |
| Seifdune Semiconductors I, LP | Fund | 2023 form d first sale | Active deployment | $173M Sep 12, 2026 | 26 | $31.8M | Jun 6, 2024 |
| SD Particles I, LP | Fund | 2023 form d first sale | Active deployment | $1.1M Sep 12, 2026 | 4 | $1.0M | Jul 29, 2024 |
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, 0 departed
Syed Armaan Ali
PartnerOwner · since May 1, 2023
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
- Sep 12, 2026Seifdune Management, LP: MICRO_VC -> INSTITUTIONAL_VC (venture manager, reported GAV $174M across 3 vehicles)Classification changedClassificationInferenceno URL
- May 29, 2026Seifdune Management, LP appears on the SEC adviser roster (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Classification history
- Sep 13, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $174M across 3 vehicles
- Sep 12, 2026Micro VC (confirmed, 95%, cls-1)venture manager, reported GAV $0.0M across 1 vehicles
Evidence
26 observations from 3 sources