Smith Point Capital, LLC
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.
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
- 2 dealswith 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- Managing DirectorWhy: Managing directorNo route on file yet
- Managing DirectorWhy: Managing directorNo route on file yet
- Managing DirectorWhy: Managing directorNo 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.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
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
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Code Metal, Inc. | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Company website |
| Anomalo | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Firm website |
| Gather AI, Inc. | Form D equity offering | unknown · board | Christopher Lytle (strongly supported) | $40.0M form d sold | unknown | Feb 18, 2026 | Inference Form D |
Stated thesis versus observed behaviour
- Sectors
- ai, enterprise software
- Stages
- series b
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
4 current, 0 departed
Decision makers
- Burke Norton · Managing DirectorWhy this person: Managing director; Named with investment responsibility
- Christopher Lytle · Managing DirectorWhy this person: Managing director; Named with investment responsibility
- John Cummings · Managing DirectorWhy 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
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Director · 1 deal attributed
- Managing Director
- Managing Director
Contacts
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
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Smith Point Capital Fund I, L.P. | Fund | unknown | Unknown | $457M Mar 31, 2026 | 85 | $0 of $300M | Aug 10, 2023 |
| Smith Point Capital Fund II, L.P. | Fund | unknown | Fundraising | unknown | unknown | $0 of $450M | Jul 9, 2026 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Danoff Fam Private Charitable Foundation Tr | FOUNDATION | SMITH POINT CAPITAL at Smith Point Capital, LLC | $2.9M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
| Hillman Family Foundations | FOUNDATION | Smith Point Capital Fund I, L.P. | $990,778 fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
Relationships across DFX
11 co-investors · on 2 other DFX graphs
Co-investors
- 2026-10-012 shared deals · recurring
- 2026-10-012 shared deals · recurring
- 2026-10-011 shared deal · one time
Across DFX and the capital chainon 2 other DFX graphs · 2 capital paths ShowHide
- The same institution is held on Allocators, RIA and Wealth, matched by identifier. See which records
Smith Point Capital, LLC is the same institution as 2 records in Allocators and RIA and Wealth.
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…
Smith Point Capital, LLC sits on 2 traced paths of capital across the graphs.
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
- Aug 13, 2024Smith Point Capital, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
- Aug 13, 2024Smith Point Capital Fund I, L.P. first reported on Form ADV by Smith Point Capital, LLC (Venture Capital Fund), GAV $190,224,351
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 1 private fundsShowHide
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
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 23, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $457M across 2 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $190M across 1 vehicle
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC exemption, VC funds reported | Mar 31, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Aug 14, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Aug 14, 2024 | Fact | Form ADV |
| First Form ADV filing | 2024-08-13 | Mar 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2024-08-13 | Aug 14, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-08-14 | Aug 14, 2024 | Fact | Form ADV |
| SEC status | ERA - Active | Mar 31, 2026 | Fact | Form ADV |
| SEC status effective | 2024-08-13 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Aug 14, 2024 | Fact | Form ADV |
| Business phone | Mar 31, 2026 | Fact | Form ADV | |
| Business phone | Aug 14, 2024 | Fact | Form ADV | |
| Description | Oct 1, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 13, 2026 | Fact | ||
| Headquarters | San Francisco, CA | Mar 31, 2026 | Fact | Form ADV |
| Headquarters | San Francisco, CA | Aug 14, 2024 | Fact | Form ADV |
| Office address | Mar 31, 2026 | Fact | Form ADV | |
| Office address | Aug 14, 2024 | Fact | Form ADV | |
| Legal form | Limited Liability Company | Mar 31, 2026 | Fact | Form ADV |
| Legal form | Limited Liability Company | Aug 14, 2024 | Fact | Form ADV |
| Portfolio page | Oct 1, 2026 | Fact | ||
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 13, 2026 | Fact | ||
| Private funds reported | 1 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Aug 14, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $457M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $457M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $190M | Aug 14, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 31, 2026 | Fact | Form ADV |
| Stated sectors | AI, enterprise software “sector words on the home page” | Oct 1, 2026 | Fact | |
| Stated sectors | AI, enterprise software “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | AI, enterprise software “sector words on the home page” | Sep 13, 2026 | Fact | |
| Stated stages | Series b “stage words on the home page” | Oct 1, 2026 | Fact | |
| Stated stages | Series b “stage words on the home page” | Sep 16, 2026 | Fact | |
| Stated stages | Series b “stage words on the home page” | Sep 13, 2026 | Fact | |
| Venture funds reported | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Aug 14, 2024 | Fact | Form ADV |
| Website | Mar 31, 2026 | Fact | Form ADV | |
| Website | Aug 14, 2024 | Fact | Form ADV | |
| Site title | Oct 1, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 13, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmedShowHide
Venture manager, reported GAV $457M across 2 vehicles
- 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
- score 49.8confidence 100%Why: sector fit; geography fit; activity; analogousWatch: adjacent portfolio
- score 49.8confidence 100%Why: sector fit; geography fit; activity; analogousWatch: adjacent portfolio
- score 49.8confidence 100%Why: sector fit; geography fit; activity; analogousWatch: 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
- Adviser's first ADV filing2024-08-13source 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.