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.
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 / O••• V•••••• 8• M••••••• L••
O••• V•••••• 8• M••••••• L••
Corporate venture · candidateCarlsbad, CAh•••••••••.comSEC exempt reporting adviserone firm, 2 filing advisers
This firm files as 2 advisers on h•••••••••.com: O••• V•••••• I•• M••••••• L••. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.
Developing Classic New Communities through long-term investment, creative land-planning and a collaborative team approach.
corporate parent: Jefferies Financial Group, Inc.
Importance
21
moderate
Active deployment
30
moderate
Emerging
0
low
Completeness
56
elevated
Freshness
98
high
Research priority
12
low
Identity and regulatory footprint
- Headquarters
- Carlsbad, CAadviserinfo.sec.gov
- Office address
- 1903 WRIGHT PLACE, SUITE 220, Carlsbad, CA, 92008adviserinfo.sec.gov
- Business phone
- 760-918-8200adviserinfo.sec.gov
- Website
- h•••••••••.com
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Aug 11, 2021
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $75.8Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- J•••••••• F•••••••• G••••• I••• (Managing Member), E; H•••••• L•• (Managing Member), E
- business phone
- 760-918-8200adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
17 observed deals
Stated (the firm’s website)
- Sectors
- energy, space, edtech
- Stages
- not stated or not yet read
- Geography
- new york, southeast
- 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
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 17
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| O••• V•••••• 8• L•••••• L•• | SPV or co-invest vehicle · ADV: Other Private Fund | unknown | Unknown | $75.8M Aug 11, 2021 | 150 | 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
2 current, 1 departed
C••••••••• F••••••
Vice presidentVice President · since Jul 1, 2018
E••• R•••
Vice presidentVice President · since Jul 1, 2018
1 departed (kept with end dates)
- P••• B••••• · President · Sep 1, 2016 to Feb 26, 2021 Inference
Investments on record
17 edges, 17 companies, 0 partner-attributed
“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.
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
3 dated events
- Feb 26, 2021P••• B••••• (President) no longer on Schedule A of O••• V•••••• 8• M••••••• L••
- Oct 14, 2019O••• V•••••• 8• M••••••• L•• first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 14, 2019O••• V•••••• 8• L•••••• L•• first reported on Form ADV by O••• V•••••• 8• M••••••• L•• (Other Private Fund), GAV $18,500,000Fund first reported on Form ADVFundsFactO••• V•••••• 8• L•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Corporate venture (candidate, 50%, cls-1)corporate parent: J•••••••• F•••••••• G••••• I•••
Evidence
28 observations from 2 sources