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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / B•••••• W••••• P•••••••• L••

B•••••• W••••• P•••••••• L••

Micro VC · probableMarion, MAb•••••••••.comSEC registered investment adviser

By integrating personal aspects of your life with your wealth management strategies, we are able to craft original solutions for both broader future impact and practical, day-to-day realities.

venture manager, reported GAV $41.9M across 3 vehicles

Importance
18
moderate
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
98
high
Research priority
4
low
Identity and regulatory footprint
Headquarters
Marion, MAadviserinfo.sec.gov
Office address
204 SPRING STREET, Marion, MA, 02738adviserinfo.sec.gov
Business phone
(508) 748-0800adviserinfo.sec.gov
Website
b•••••••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 21, 2026
Private funds reported
1 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$12.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$2.3Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
34
Owners on Schedule A
M••••••• W••••• P••••••• (Shareholder), B; A••••••• R••••••• • M••••••••• C• (Shareholder), B
business email
jprys@baldwin-llc.combaldwin-llc.compublished by the subject
business email
tbaldwin@baldwin-llc.combaldwin-llc.compublished by the subject
business phone
(508) 748-0800adviserinfo.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
boston, southeast
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
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, 12 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
G••••• V••••••• L••Fund2018 form d first saleHarvest$10.0M
Dec 6, 2024
13$350,000
of $3.5M
May 3, 2018
H•••••••• G••••• F•••Fund · ADV: P•••••• Equity Fund2010 form d first saleHarvest$26.1M
Oct 13, 2016
52$410,000
of $1.0M
Sep 15, 2010
H•••••••• G••••• F••• I•Fund · ADV: P•••••• Equity Fund2010 form d first saleHarvest$5.7M
Oct 13, 2016
10$350,000
of $500,000
Jan 13, 2011
W••• I• F••• I• L••Fund · ADV: P•••••• Equity FundunknownWound down$7.2M
Oct 23, 2013
25unknownunknown
U•••••• I••••••••• P••••••• L••Fund · ADV: P•••••• Equity FundunknownWound down$4.1M
Nov 22, 2019
5unknownunknown
W••• I• F•••Fund · ADV: P•••••• Equity FundunknownWound down$2.6M
Oct 23, 2013
33unknownunknown
F• P•••••••FundunknownWound down$980,000
Oct 13, 2015
50unknownunknown
F•••••• P•••••••Fund · ADV: P•••••• Equity FundunknownWound down$849,270
Nov 5, 2014
9unknownunknown
P•• P•••••••FundunknownWound down$847,000
Oct 13, 2015
42unknownunknown
F• P•••••••FundunknownWound down$700,000
Oct 13, 2015
43unknownunknown
B••••• B••FundunknownWound down$226,652
Nov 22, 2019
24unknownunknown
R•• P•••••••FundunknownWound down$197,967
Oct 13, 2015
15unknownunknown
S••••• P•••••••FundunknownWound down$79,585
Oct 13, 2015
18unknownunknown
P•••• P•••••••FundunknownWound down$5,516
Oct 13, 2015
12unknownunknown
X••••••• P•••••••FundunknownWound down$0
Nov 21, 2017
0unknownunknown
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
7 current, 4 departed
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
E••• H••••• S•••••
Shareholder · since Oct 1, 2004
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J••• L•••••• M•••••
Shareholder · since Jul 1, 2020
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
W•••••• H••••• M•••••
Managing Director · since Jul 1, 2020
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
W•••••• W• K••••
Chief Investment Officer · since Jan 1, 2024
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
S••••• T••••• D•••
Chief Compliance Officer · since Jul 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
T••••• C••••••• B••••••
Chief Operating Officer · since Jul 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
4 departed (kept with end dates)
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
43 dated events
  1. Sep 12, 2026
    B•••••• W••••• P•••••••• L••: INSTITUTIONAL_VC -> MICRO_VC (venture manager, reported GAV $41.9M across 3 vehicles)
    Classification changedClassificationInferenceno URL
  2. Jul 1, 2024
    S••••• T••••• D••• joined Schedule A of B•••••• Brothers LLC as Chief Compliance Officer
    Person joinedPeopleFactS••••• T••••• D•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jan 1, 2024
    W•••••• W• K•••• joined Schedule A of B•••••• Brothers LLC as Chief Investment Officer
    Person joinedPeopleFactW•••••• W• K••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 7, 2022
    M•••••• B•••••• (Shareholder) no longer on Schedule A of B•••••• Brothers LLC
    Person leftPeopleInferenceM•••••• B••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Jul 1, 2020
    W•••••• H••••• M••••• joined Schedule A of B•••••• Brothers Inc as Managing Director
    Person joinedPeopleFactW•••••• H••••• M•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 29, 2020
    U•••••• I••••••••• P••••••• L•• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceU•••••• I••••••••• P••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 29, 2020
    B••••• B•• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceB••••• B••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Sep 13, 2018
    G••••• V••••••• L•• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $700,000
    Fund first reported on Form ADVFundsFactG••••• V••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 23, 2018
    X••••••• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceX••••••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Sep 7, 2016
    M•••••• S• M•••• (Chief Investment Officer) no longer on Schedule A of B•••••• Brothers Inc
    Person leftPeopleInferenceM•••••• S• M••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Apr 1, 2016
    M•••••• S• M•••• joined Schedule A of B•••••• Brothers Inc as Chief Investment Officer
    Person joinedPeopleFactM•••••• S• M••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Mar 18, 2016
    F• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceF• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Mar 18, 2016
    D•••• A•••• B•••••• (Shareholder) no longer on Schedule A of B•••••• Brothers Inc
    Person leftPeopleInferenceD•••• A•••• B••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Mar 18, 2016
    P•••• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceP•••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Mar 18, 2016
    F• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceF• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Mar 18, 2016
    R•• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceR•• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Mar 18, 2016
    P•• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceP•• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Mar 18, 2016
    S••••• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceS••••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Mar 18, 2016
    P•••••• M••••• I••••• F••• I• L••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $10,695,000
    Fund first reported on Form ADVFundsFactP•••••• M••••• I••••• F••• I• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Sep 1, 2015
    J••• L•••••• M••••• joined Schedule A of B•••••• Brothers Inc as Chief Executive Officer
    Person joinedPeopleFactJ••• L•••••• M•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Mar 23, 2015
    F•••••• P••••••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceF•••••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Mar 26, 2014
    W••• I• F••• I• L•• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceW••• I• F••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Mar 26, 2014
    W••• I• F••• no longer reported on Form ADV by B•••••• Brothers Inc
    Fund no longer reportedFundsInferenceW••• I• F•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Mar 26, 2014
    A••••• I••••• • I••••• F••• L•• first reported on Form ADV by B•••••• Brothers Inc (Other P•••••• Fund), GAV $7,010,000
    Fund first reported on Form ADVFundsFactA••••• I••••• • I••••• F••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  25. Mar 26, 2014
    E•••• O••••••• S•••• (Shareholder) no longer on Schedule A of B•••••• Brothers Inc
    Person leftPeopleInferenceE•••• O••••••• S••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  26. Feb 1, 2013
    T••••• C••••••• B•••••• joined Schedule A of B•••••• Brothers Inc as Executive Vice President And Chief Compliance Officer
    Person joinedPeopleFactT••••• C••••••• B••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  27. Mar 28, 2012
    F• P••••••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $415,867
    Fund first reported on Form ADVFundsFactF• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  28. Mar 28, 2012
    B••••• B•• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $5,546,150
    Fund first reported on Form ADVFundsFactB••••• B••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  29. Mar 28, 2012
    H•••••••• G••••• F••• first reported on Form ADV by B•••••• Brothers Inc (P•••••• Equity Fund), GAV $29,221,566
    Fund first reported on Form ADVFundsFactH•••••••• G••••• F•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  30. Mar 28, 2012
    P•• P••••••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $659,025
    Fund first reported on Form ADVFundsFactP•• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  31. Mar 28, 2012
    R•• P••••••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $1,300,000
    Fund first reported on Form ADVFundsFactR•• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  32. Mar 28, 2012
    X••••••• P••••••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $1,915,805
    Fund first reported on Form ADVFundsFactX••••••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  33. Mar 28, 2012
    S••••• P••••••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $153,555
    Fund first reported on Form ADVFundsFactS••••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  34. Mar 28, 2012
    F• P••••••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $366,833
    Fund first reported on Form ADVFundsFactF• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  35. Mar 28, 2012
    B•••••• Brothers Inc first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  36. Mar 28, 2012
    U•••••• I••••••••• P••••••• L•• first reported on Form ADV by B•••••• Brothers Inc (P•••••• Equity Fund), GAV $2,546,494
    Fund first reported on Form ADVFundsFactU•••••• I••••••••• P••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  37. Mar 28, 2012
    W••• I• F••• I• L•• first reported on Form ADV by B•••••• Brothers Inc (P•••••• Equity Fund), GAV $9,111,437
    Fund first reported on Form ADVFundsFactW••• I• F••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  38. Mar 28, 2012
    W••• I• F••• first reported on Form ADV by B•••••• Brothers Inc (P•••••• Equity Fund), GAV $5,973,012
    Fund first reported on Form ADVFundsFactW••• I• F•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  39. Mar 28, 2012
    H•••••••• G••••• F••• I• first reported on Form ADV by B•••••• Brothers Inc (P•••••• Equity Fund), GAV $7,521,740
    Fund first reported on Form ADVFundsFactH•••••••• G••••• F••• I•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  40. Mar 28, 2012
    P•••• P••••••• first reported on Form ADV by B•••••• Brothers Inc (Venture Capital Fund), GAV $800,000
    Fund first reported on Form ADVFundsFactP•••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  41. Mar 28, 2012
    F•••••• P••••••• first reported on Form ADV by B•••••• Brothers Inc (P•••••• Equity Fund), GAV $1,587,852
    Fund first reported on Form ADVFundsFactF•••••• P•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  42. Oct 1, 2004
    E••• H••••• S••••• joined Schedule A of B•••••• Brothers LLC as Shareholder
    Person joinedPeopleFactE••• H••••• S•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  43. Feb 1, 2000
    A••••• F••••••• M••••••• joined Schedule A of B•••••• Brothers LLC as Shareholder
    Person joinedPeopleFactA••••• F••••••• M•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 13, 2026
    Micro VC (probable, 80%, cls-1)
    venture manager, reported GAV $41.9M across 3 vehicles
  2. Sep 12, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $64M across 5 vehicles
Evidence
102 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserDec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-28Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-07-21Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-12-06Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedJul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective1980-07-01Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone(508) 748-0800Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone(508) 748-0800Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://b•••••••••.com/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionBy integrating personal aspects of your life with your wealth management strategies, we are able to craft original solutions for both broader future impact and practical, day-to-day realities.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionBy integrating personal aspects of your life with your wealth management strategies, we are able to craft original solutions for both broader future impact and practical, day-to-day realities.
“meta description”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees34Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees29Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersMarion, MAJul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersMarion, MADec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address204 SPRING STREET, Marion, MA, 02738Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address204 SPRING STREET, Marion, MA, 02738Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typefamily_office
“Family Office Services”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
“Family Office Services”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyJul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported1Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported1Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$12.0MJul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$10.0MDec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$2.3BJul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$2.3BDec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyboston,southeast
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyboston,southeast
“geography words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://b•••••••••.com/
“0 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://b•••••••••.com/
“0 name/title pairs read”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported1Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://b•••••••••.com/Jul 21, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Websitehttps://b•••••••••.com/Dec 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHome - B•••••• Wealth Partners
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHome - B•••••• Wealth Partners
“title tag”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)