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 / S•• C••••••

S•• C••••••

Private equity with venture activity · probableWalnut Creek, CAs•••••.comSEC registered investment adviser

SMJ Capital S•• C•••••• S•• C•••••• was founded with a single vision: to invest in leading entrepreneur and family-owned businesses. We take a relationship-firs

registered adviser; venture funds are 0% of 16 private funds

Importance
36
elevated
Active deployment
0
low
Emerging
0
low
Completeness
69
high
Freshness
98
high
Research priority
6
low
Identity and regulatory footprint
Headquarters
Walnut Creek, CAadviserinfo.sec.gov
Office address
2001 NORTH MAIN STREET, SUITE 650, Walnut Creek, CA, 94596adviserinfo.sec.gov
Business phone
415-848-1990adviserinfo.sec.gov
Website
s•••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 29, 2024
Private funds reported
16 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$616Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$616Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
15
business email
abrigino@sbjcap.comsbjcap.compublished by the subject
business email
cward@sbjcap.comsbjcap.compublished by the subject
business email
ben@sbjcap.comsbjcap.compublished by the subject
business email
ereger@sbjcap.comsbjcap.compublished by the subject
business email
bill@sbjcap.comsbjcap.compublished by the subject
business email
bshavdia@sbjcap.comsbjcap.compublished by the subject
business phone
415-848-1990adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
enterprise software, healthcare, consumer, climate, energy, space, edtech, industrial, govtech
Stages
growth
Geography
australia, bay area, boston, chicago, global, miami, midwest, minnesota
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
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
12 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
C•• F•••••• P•••••••• L••Fund · ADV: Private Equity Fund2022 adv first reportedActive deployment$45.0M
Mar 31, 2022
115unknownunknown
T•••• P••••• P•••••••• L••Fund · ADV: Private Equity Fund2022 adv first reportedActive deployment$105,625
Mar 29, 2024
6unknownunknown
S•• F••• I•• L•Fund · ADV: Private Equity Fund2021 form d first saleMature$121M
Mar 29, 2024
81$119M
of $200M
Apr 27, 2023
S•• F••• I•••• L•Feeder or parallel · ADV: Private Equity Fund2021 form d first saleMature$39.3M
Mar 29, 2024
5$119M
of $200M
Dec 16, 2022
C••• F•••••• F•••• L•Fund · ADV: Private Equity Fund2019 form d first saleMature$52.4M
Mar 29, 2024
3$17.6M
of $17.6M
Jun 14, 2019
C•• S•• P••••••• 1• L•Fund · ADV: Private Equity Fund2019 form d first saleMature$38.0M
Mar 29, 2024
9$10.4M
of $10.4M
Jun 14, 2019
A•• P••• F•••• L•Fund · ADV: Private Equity Fund2019 adv first reportedMature$35.9M
Mar 29, 2024
5unknownunknown
S•• F•••• L•Fund · ADV: Private Equity Fund2014 form d first saleHarvest$243M
Mar 29, 2024
82$38.0M
of $50.0M
Oct 14, 2014
S•• D••••• C•••••••• 1• L•SPV or co-invest vehicle · ADV: Private Equity FundunknownUnknown$6.0M
Mar 29, 2024
9unknownunknown
S•• D••••• C•••••••• 3• L•SPV or co-invest vehicle · ADV: Private Equity FundunknownUnknown$2.5M
Mar 29, 2024
3unknownunknown
A•••• E•••••• C••••••••• L•SPV or co-invest vehicle · ADV: Private Equity FundunknownUnknown$1.3M
Mar 29, 2024
18unknownunknown
S•• D••••• C•••••••• 2• L•SPV or co-invest vehicle · ADV: Private Equity FundunknownUnknown$909,030
Mar 29, 2024
2unknownunknown
S•• U••••• C••• P•••••••• L•Fund · ADV: Private Equity FundunknownWound down$82,277
Mar 27, 2020
18unknownunknown
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
6 current, 3 departed
B••••••• D•••• L•••••
Managing Director · since Feb 1, 2019
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
G•• B••••• S•••••
Managing Director · since May 1, 2015
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
H••••• W•••••• J••••
Managing Director · since May 1, 2015
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
M•••••• A••• C•••
Managing Director · since May 1, 2015
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
T••••• D••••• B•••••
Managing Director · since May 1, 2015
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
C•••••••• R••• W•••
Chief Compliance Officer/Chief Financial Officer · since Feb 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
3 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
22 dated events
  1. Mar 1, 2023
    C•••••••• R••• W••• joined Schedule A of S•• C•••••• as Chief Compliance Officer/Chief Financial Officer
    Person joinedPeopleFactC•••••••• R••• W•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jan 4, 2023
    N••••••• M•••••• S••••• (Cfo/Cco) no longer on Schedule A of S•• C••••••
    Person leftPeopleInferenceN••••••• M•••••• S•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jun 1, 2022
    N••••••• M•••••• S••••• joined Schedule A of S•• C•••••• as Cfo/Cco
    Person joinedPeopleFactN••••••• M•••••• S•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 31, 2022
    S•• F••• I•••• L• first reported on Form ADV by S•• C•••••• (Private Equity Fund), GAV $30,000,000
    Fund first reported on Form ADVFundsFactS•• F••• I•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 31, 2022
    C•• F•••••• P•••••••• L•• first reported on Form ADV by S•• C•••••• (Private Equity Fund), GAV $44,950,000
    Fund first reported on Form ADVFundsFactC•• F•••••• P•••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 31, 2022
    S•• F••• I•• L• first reported on Form ADV by S•• C•••••• (Private Equity Fund), GAV $86,630,740
    Fund first reported on Form ADVFundsFactS•• F••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 31, 2022
    T••• L••• G•••••• (Chief Financial Officer/Chief Compliance Officer) no longer on Schedule A of S•• C••••••
    Person leftPeopleInferenceT••• L••• G••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 31, 2022
    T•••• P••••• P•••••••• L•• first reported on Form ADV by S•• C•••••• (Private Equity Fund), GAV $48,901,516
    Fund first reported on Form ADVFundsFactT•••• P••••• P•••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 31, 2021
    S•• U••••• C••• P•••••••• L• no longer reported on Form ADV by S••••• B••••• J•••• & Co.
    Fund no longer reportedFundsInferenceS•• U••••• C••• P•••••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 27, 2020
    C•• S•• P••••••• 1• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Private Equity Fund), GAV $16,960,660
    Fund first reported on Form ADVFundsFactC•• S•• P••••••• 1• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Mar 27, 2020
    C••• F•••••• F•••• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Private Equity Fund), GAV $28,718,024
    Fund first reported on Form ADVFundsFactC••• F•••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Mar 28, 2019
    A••••• I••••• J••••• (Chief Financial Officer) no longer on Schedule A of S••••• B••••• J•••• & Co., LLC
    Person leftPeopleInferenceA••••• I••••• J•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Mar 28, 2019
    A•• P••• F•••• L• first reported on Form ADV by S••••• B••••• J•••• & Co., LLC (Private Equity Fund), GAV $24,170,152
    Fund first reported on Form ADVFundsFactA•• P••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Feb 1, 2019
    B••••••• D•••• L••••• joined Schedule A of S•• C•••••• as Managing Director
    Person joinedPeopleFactB••••••• D•••• L•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Aug 1, 2018
    T••• L••• G•••••• joined Schedule A of S••••• B••••• J•••• & Co., LLC as Chief Financial Officer/Chief Compliance Officer
    Person joinedPeopleFactT••• L••• G••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. May 24, 2018
    S•• D••••• C•••••••• 2• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Private Equity Fund), GAV $1,504,200
    Fund first reported on Form ADVFundsFactS•• D••••• C•••••••• 2• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. May 24, 2018
    A•••• E•••••• C••••••••• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Private Equity Fund), GAV $2,649,505
    Fund first reported on Form ADVFundsFactA•••• E•••••• C••••••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. May 24, 2018
    S••••• B••••• J•••• & Co. 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)
  19. May 24, 2018
    S•• D••••• C•••••••• 1• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Private Equity Fund), GAV $6,334,467
    Fund first reported on Form ADVFundsFactS•• D••••• C•••••••• 1• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. May 24, 2018
    S•• F•••• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Other Private Fund), GAV $105,547,593
    Fund first reported on Form ADVFundsFactS•• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. May 24, 2018
    S•• U••••• C••• P•••••••• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Private Equity Fund), GAV $59,979,057
    Fund first reported on Form ADVFundsFactS•• U••••• C••• P•••••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. May 24, 2018
    S•• D••••• C•••••••• 3• L• first reported on Form ADV by S••••• B••••• J•••• & Co. (Private Equity Fund), GAV $2,533,307
    Fund first reported on Form ADVFundsFactS•• D••••• C•••••••• 3• L•SEC 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
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 16 private funds
Evidence
38 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2018-05-24Mar 29, 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 filing2024-03-29Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone415-848-1990Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionSMJ Capital S•• C•••••• S•• C•••••• was founded with a single vision: to invest in leading entrepreneur and family-owned businesses. We take a relationship-firs
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionSMJ Capital S•• C•••••• S•• C•••••• was founded with a single vision: to invest in leading entrepreneur and family-owned businesses. We take a relationship-firs
“meta description”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees15Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersWalnut Creek, CAMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address2001 NORTH MAIN STREET, SUITE 650, Walnut Creek, CA, 94596Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
“Prior to joining SBJ, Jennifer’s roles include serving as a senior manager at TMF Group (formerly Venture Back Office), providing fund administration and financial reporting services for venture capit”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
“Prior to joining SBJ, Jennifer’s roles include serving as a senior manager at TMF Group (formerly Venture Back Office), providing fund administration and financial reporting services for venture capit”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported16Mar 29, 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)$616MMar 29, 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)$616MMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyaustralia,bay area,boston,chicago,global,miami,midwest,minnesota
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyaustralia,bay area,boston,chicago,global,miami,midwest,minnesota
“geography words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenterprise_software,healthcare,consumer,climate,energy,space,edtech,industrial,govtech
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenterprise_software,healthcare,consumer,climate,energy,space,edtech,industrial,govtech
“sector words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
“stage words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
“stage words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://s•••••.com/Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleS•• C••••••
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleS•• C••••••
“title tag”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)