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 / T••••••• G•••• I••••••••• L•••••

T••••••• G•••• I••••••••• L•••••

CandidatePalm Beach, FLSEC exempt reporting adviser

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

Importance
15
moderate
Active deployment
0
low
Emerging
0
low
Completeness
31
moderate
Freshness
97
high
Research priority
5
low
Identity and regulatory footprint
Headquarters
Palm Beach, FLadviserinfo.sec.gov
Office address
221 ROYAL PALM WAY, SUITE 201, Palm Beach, FL, 33480adviserinfo.sec.gov
Business phone
212-672-9300adviserinfo.sec.gov
Website
unknown
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 28, 2019
Private funds reported
2 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$194Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
T••••••• F••••• L••••• (Member), E; T•• T••••••• G•••• L••••• (Member), E
business phone
212-672-9300adviserinfo.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
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 n/afollow-on rate n/anew logos, 12 months 0
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.
Investment team
3 current, 0 departed
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
D•••• B•••• J••••••
Chief Financial Officer · since Sep 1, 2012
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
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
1 dated events
  1. Mar 5, 2013
    T••••••• G•••• I••••••••• 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)
Classification history
  1. Sep 12, 2026
    Candidate (candidate, 50%, cls-1)
    no sworn venture fact yet (name or round mention only)
Evidence
23 observations from 1 source
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeexempt_reporting_adviserJun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2013-03-05Jun 28, 2019FactSEC 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 filing2019-06-28Jun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Jun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone212-672-9300Jun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersPalm Beach, FLJun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address221 ROYAL PALM WAY, SUITE 201, Palm Beach, FL, 33480Jun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyJun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported2Jun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$194MJun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Jun 28, 2019FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)