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 / Private Financial Management LLC
Private Financial Management LLC
Seed fund manager · probableUSprivatefinancialmanagement.comSEC registered investment adviseremerging manager
Private Financial Management - A fiduciary financial advisor acting as your personal chief financial officer.
seed vehicles only
Importance
3
low
Active deployment
0
low
Emerging
69
high
Completeness
31
moderate
Freshness
100
high
Research priority
18
moderate
Identity and regulatory footprint
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- (925)254-3790adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jun 18, 2026
- Private funds reported
- 2 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $1.9Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $159Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 1
- business phone
- (925)254-3790adviserinfo.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
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| SPV II, a Series of Pfm Venture Master LLC | SPV or co-invest vehicle | unknown | Unknown | $1.8M Sep 12, 2026 | 11 | unknown | unknown |
| SPV Commsor B, a Series of Pfm Venture Master LLC | SPV or co-invest vehicle | unknown | Unknown | $10,000 Sep 12, 2026 | 12 | 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
0 current, 0 departed
No named professional yet. People arrive from Form ADV Schedule A (owners, officers, control persons) and the team page.
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
4 dated events
- Sep 12, 2026Private Financial Management LLC: INSTITUTIONAL_VC -> SEED_FUND_MANAGER (seed vehicles only)Classification changedClassificationInferenceno URL
- Sep 12, 2026SPV II, a Series of Pfm Venture Master LLC first reported on Form ADV by Private Financial Management LLC, GAV $1,843,539Fund first reported on Form ADVFundsFactSPV II, a Series of Pfm Venture Master LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Sep 12, 2026SPV Commsor B, a Series of Pfm Venture Master LLC first reported on Form ADV by Private Financial Management LLC, GAV $10,000Fund first reported on Form ADVFundsFactSPV Commsor B, a Series of Pfm Venture Master LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Apr 4, 2024Private Financial Management LLC appears on the SEC adviser roster (RIA)First SEC adviser filingOrganizationFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Classification history
- Sep 13, 2026Seed fund manager (probable, 80%, cls-1)seed vehicles only
- Sep 12, 2026Institutional venture firm (probable, 70%, cls-1)venture manager with no reported fund assets yet (scale unknown)
Evidence
18 observations from 3 sources