Smith Point Capital, LLC

Institutional venture firmSEC venture capital fund adviserRaising· San Francisco, Californiasmithpointcapital.com

Institutional venture firm, based in San Francisco, California, reporting $457M of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$457M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
2
Investment team
4
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsInvestments (3)Team (4)Funds
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

1 additional team member, 8 additional co-investors and affiliates, 3 verified contacts (2 firm phone, 1 general firm email)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 2 deals
    with J2 Ventures Advisors

    Invests most often alongside J2 Ventures Advisors (2 shared deals) and Shield Capital (2 shared deals).

    pair last observed on record 1 Oct 2026, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.

    Measuredshared rounds and portfolio companies on recordFor Founders building a round, co-investorsCo-investors →

People to know

View all people
  • Burke Norton
    Managing Director
    Why: Managing director
    No route on file yet
  • Christopher Lytle
    Managing Director
    Why: Managing director
    No route on file yet
  • John Cummings
    Managing Director
    Why: Managing director
    No route on file yet

Relationship network

20 connected entities2 observed roundsrounds 2025 to 2026

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Smith Point Capital, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Smith Point Capital, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

3 companies on record, 2 new in 12 months
Investments on record
3 companies, 1 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Code Metal, Inc.portfolio listingunknownunknownunknownunknownOct 1, 2026Fact Company website
Anomaloportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Firm website
Gather AI, Inc.Form D equity offeringunknown · boardChristopher Lytle (strongly supported)$40.0M
form d sold
unknownFeb 18, 2026Inference Form D
Stated thesis versus observed behaviour
4 observed deals
Stated (the firm’s website)
Sectors
ai, enterprise software
Stages
series b
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
Industries, each company once
Hardware and deep tech, Software or Tech-enabled and IT services (1)
lead rate 0%follow-on rate 0%new companies, 12 months 2

Team

4 current, 0 departed
Decision makers
who to call first, and why; then everyone else by function
  • Burke Norton · Managing Director
    Why this person: Managing director; Named with investment responsibility
  • Christopher Lytle · Managing Director
    Why this person: Managing director; Named with investment responsibility
  • John Cummings · Managing Director
    Why this person: Managing director; Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
4 current, 0 departed
Contacts
1 general firm email, 2 firm phone

1 general firm email, 2 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

2 vehicles, 0 LPs disclosed
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Smith Point Capital Fund I, L.P.FundunknownUnknown$457M
Mar 31, 2026
85$0
of $300M
Aug 10, 2023
Smith Point Capital Fund II, L.P.FundunknownFundraisingunknownunknown$0
of $450M
Jul 9, 2026
Limited partners
0 LPs, 0 disclosed commitments
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.
Known LPs and allocators
2 relationships across the firm's funds, from public pensions and the allocator graph
AllocatorTypeFundAmountDateSource
Danoff Fam Private Charitable Foundation TrFOUNDATIONSMITH POINT CAPITAL at Smith Point Capital, LLC$2.9M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns
Hillman Family FoundationsFOUNDATIONSmith Point Capital Fund I, L.P.$990,778
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns

Relationships across DFX

11 co-investors · on 2 other DFX graphs
Co-investors
11 counted from shared deals, for the whole firm
Across DFX and the capital chainon 2 other DFX graphs · 2 capital paths Show
Across DFX
  • The same institution is held on Allocators, RIA and Wealth, matched by identifier. See which records
Across the graphs

Smith Point Capital, LLC is the same institution as 2 records in Allocators and RIA and Wealth.

Allocators1RIA and Wealth1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Capital chain

Smith Point Capital, LLC sits on 2 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

2 dated events, 59 observations from 3 sources
Timeline
2 dated events
  1. Aug 13, 2024
    Smith Point Capital, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
    First SEC adviser filingOrganizationFactForm ADV
  2. Aug 13, 2024
    Smith Point Capital Fund I, L.P. first reported on Form ADV by Smith Point Capital, LLC (Venture Capital Fund), GAV $190,224,351
    Fund first reported on Form ADVFundsFactSmith Point Capital Fund I, L.P.Form ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 1 private fundsShow

Website description: Shaping the intelligent enterprise

Headquarters
San Francisco, CAadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
smithpointcapital.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
Mar 31, 2026
Private funds reported
1 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$457Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $457M across 2 vehicles
  2. Sep 12, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $190M across 1 vehicle
Evidence
59 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC exemption, VC funds reportedMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserAug 14, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserAug 14, 2024FactForm ADV
First Form ADV filing2024-08-13Mar 31, 2026FactForm ADV
First Form ADV filing2024-08-13Aug 14, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2024-08-14Aug 14, 2024FactForm ADV
SEC statusERA - ActiveMar 31, 2026FactForm ADV
SEC status effective2024-08-13Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Aug 14, 2024FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneAug 14, 2024FactForm ADV
DescriptionOct 1, 2026Factno URL
DescriptionSep 16, 2026Factno URL
DescriptionSep 13, 2026Factno URL
HeadquartersSan Francisco, CAMar 31, 2026FactForm ADV
HeadquartersSan Francisco, CAAug 14, 2024FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressAug 14, 2024FactForm ADV
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Legal formLimited Liability CompanyAug 14, 2024FactForm ADV
Portfolio pageOct 1, 2026Factno URL
Portfolio pageSep 16, 2026Factno URL
Portfolio pageSep 13, 2026Factno URL
Private funds reported1Mar 31, 2026FactForm ADV
Private funds reported1Mar 31, 2026FactForm ADV
Private funds reported1Aug 14, 2024FactForm ADV
Private fund gross assets (reported)$457MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$457MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$190MAug 14, 2024FactForm ADV
Schedule a diffsadiff-1Mar 31, 2026FactForm ADV
Stated sectorsAI, enterprise software
“sector words on the home page”
Oct 1, 2026Factno URL
Stated sectorsAI, enterprise software
“sector words on the home page”
Sep 16, 2026Factno URL
Stated sectorsAI, enterprise software
“sector words on the home page”
Sep 13, 2026Factno URL
Stated stagesSeries b
“stage words on the home page”
Oct 1, 2026Factno URL
Stated stagesSeries b
“stage words on the home page”
Sep 16, 2026Factno URL
Stated stagesSeries b
“stage words on the home page”
Sep 13, 2026Factno URL
Venture funds reported1Mar 31, 2026FactForm ADV
Venture funds reported1Mar 31, 2026FactForm ADV
Venture funds reported1Aug 14, 2024FactForm ADV
WebsiteMar 31, 2026FactForm ADV
WebsiteAug 14, 2024FactForm ADV
Site titleOct 1, 2026Factno URL
Site titleSep 16, 2026Factno URL
Site titleSep 13, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmedShow
Importance
36
elevated
Active deployment
39
elevated
Emerging
0
low
Freshness
100
high
Institutional venture firmSEC exempt reporting adviser

Venture manager, reported GAV $457M across 2 vehicles

The inputs behind each score
importance
gav: 0.5 · funds: 0.17 · people: 0.32 · investments: 0.22 · co investors: 0.42
active deployment
investments 12m: 0.13 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: 2025-11-12
emerging manager
fund count: 2 · reported gav: $457M · first adv filing: 2024-08-13 · years since first filing: 2.1

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Fits

11 scored matches, best firstas of
  • score 49.8confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio
  • score 49.8confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio
  • score 49.8confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio

+8 more scored matches

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2024-08-13source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: latest vintage.