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CandidateSEC-registered adviser· New York, New York

Candidate, based in New York, New York, reporting $19.7M of private fund gross assets across 1 fund.

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

Fund gross assets
$19.7M
Form ADV, Schedule D
Investment team
1
Form ADV Schedule A and the firm's team page
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

Nothing material in the last 180 days. No dated change on record yet.

Scores, classification basis and filing advisersCandidate, candidateShow
Importance
1
low
Active deployment
0
low
Emerging
0
low
Completeness
31
moderate
Freshness
100
high
Research priority
0
low
CandidateSEC registered investment adviser

No sworn venture fact yet (name or round mention only)

Investments on record
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.
Investment team
1 current, 0 departed
Full team · 1 personwith contacts and sources
T•••••••• T•• M••••••
Managing Member/ Cco · since Mar 1, 2017
Managing partner
Co-investors
0 counted from shared deals, 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.
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
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 no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
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.
Timeline
2 dated events
  1. Sep 24, 2026
    ••• Locked
    Classification changedClassificationInferenceno URL
  2. Jun 15, 2017
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jun 4, 2026 · 1 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
unknown
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 4, 2026
Private funds reported
1 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$19.7Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$252Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
4
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 24, 2026
    Candidate (candidate, 50%)
    No sworn venture fact yet (name or round mention only)
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 0% of 1 private funds
Evidence
35 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeRegistered investment adviserJun 4, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 14, 2024FactForm ADV
First Form ADV filing2017-06-15Jun 4, 2026FactForm ADV
First Form ADV filing2017-06-15Mar 14, 2024FactForm 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 filing2026-06-04Jun 4, 2026FactForm ADV
Latest Form ADV filing2024-03-14Mar 14, 2024FactForm ADV
Venture share of reported funds0Jun 4, 2026FactForm ADV
Venture share of reported funds0Mar 14, 2024FactForm ADV
Business phone••• LockedMar 14, 2024FactForm ADV
Employees4Mar 14, 2024FactForm ADV
HeadquartersNew York, NYMar 14, 2024FactForm ADV
Office address••• LockedMar 14, 2024FactForm ADV
Private funds reported1Jun 4, 2026FactForm ADV
Private funds reported1Mar 14, 2024FactForm ADV
Private fund gross assets (reported)$19.7MJun 4, 2026FactForm ADV
Private fund gross assets (reported)$17.0MMar 14, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$252MMar 14, 2024FactForm ADV
Venture funds reported0Jun 4, 2026FactForm ADV
Venture funds reported0Mar 14, 2024FactForm ADV

Not yet on record: new companies, 12 mo, latest vintage.