DFX Intelligence
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M••••••• P•••••••
Corporate ventureSEC-registered adviserClassification candidate· Greenwich, Connecticut
Corporate venture, based in Greenwich, Connecticut, reporting $2.4B of private fund gross assets across 1 fund.
Composed from this organization's classification, location and filed figures.
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
- Fund gross assets
- $2.4B
- New companies, 12 mo
- Not established
- Investment team
- 7
- Latest vintage
- Not established
Form ADV, Schedule D
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
Why this matters
- Contact points 2
Scores, classification basis and filing advisersCorporate venture, candidateShowHide
Importance
30
moderate
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
97
high
Research priority
10
low
Corporate venture · candidateSEC registered investment adviser
corporate parent: M••••••• Holding, Inc.
Identity and regulatory footprint
- Headquarters
- Greenwich, CTadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- m•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 28, 2024
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $2.4Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $2.4Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 16
- Owners on Schedule A
- M••••••• H••••••• I••• (Sole Member), E; M••••••• R••••••••• S•••••• P••• (Owner), E
- business email
- ••• Lockedm•••••••••.compublished by the subject
- business phone
- ••• Lockedadviserinfo.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 no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
Funds and vehiclesWhat these amounts meanGAV 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.
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
19 current, 5 departed
J•• T••
AnalystInvestment Analyst
P•••••• M••••••
AnalystInvestment Analyst
R••• P•••••
AnalystSenior Analyst
S•••• S•••••••
AnalystSenior Analyst
T•••••• M•••••••
AnalystInvestment Analyst
N•••••••• H••• A•••••
Founder or executivePresident · since Apr 1, 2010
J•••••• C•••
Investor relationsHead of Investor Relations
C•••••• R•••
OtherInvestment
J••••• M••••••
OtherHead of Quantitative Investments
N•••••••• A•••••
PartnerPresident and Chief Investment Officer
P••••• L••
PartnerExecutive Managing Director, Senior Analyst
A••• W••••••
Platform and operationsBusiness Operations
A••••• R••••••
Platform and operationsAssistant Trader and Operations Associate
B•• L•••
Platform and operationsAssistant Controller
B•••••• V••••••
Platform and operationsOffice Manager
F••• L•
Platform and operationsAssistant Controller
S••• H•••••••
Platform and operationsChief Financial Officer
W••• D•••••••
Platform and operationsChief Operating Officer and Chief Compliance Officer
W••• T••••• D•••••••
Platform and operationsChief Operating Officer, Chief Compliance Officer · since Jan 1, 2012
5 departed (kept with end dates)
- B•••• G••••• S•••• · Senior Analyst · Jan 1, 2013 to Mar 31, 2021 Inference
- J•••••• S••••• K•••••• · Senior Analyst · Jan 1, 2011 to Mar 31, 2022 Inference
- P•••• S•• L•• · Senior Analyst · Jan 1, 2012 to Mar 28, 2024 Inference
- C•••••• R••••• R••• · Partner, Senior Analyst · Jan 1, 2022 to Mar 28, 2024 Inference
- K••••••• L••••••••• P••••• · Chief Financial Officer · Jan 1, 2018 to Mar 31, 2021 Inference
Investments on recordWhat these amounts mean“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.
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
10 dated events
- Mar 28, 2024••• Locked
- Mar 28, 2024••• Locked
- Mar 31, 2022••• Locked
- Jan 1, 2022••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Jan 1, 2018••• Locked
- Jan 1, 2013••• Locked
- Mar 30, 2012••• LockedFirst SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2012••• Locked
Classification history
- Sep 12, 2026Corporate venture (candidate, 50%, cls-1)corporate parent: M••••••• H••••••• I•••
Evidence
49 observations from 2 sources