DFX Intelligence
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Firms / R••••••••• V•••••• C•••••• M••••••••• I•••
R••••••••• V•••••• C•••••• M••••••••• I•••
Private equity with venture activity · probableAnn Arbor, MIr•••••.comSEC registered investment adviser
registered adviser; venture funds are 0% of 5 private funds
Importance
23
moderate
Active deployment
4
low
Emerging
0
low
Completeness
56
elevated
Freshness
97
high
Research priority
6
low
Identity and regulatory footprint
- Headquarters
- Ann Arbor, MIa•••••••••.s••.gov
- Office address
- ••• Lockeda•••••••••.s••.gov
- Business phone
- ••• Lockeda•••••••••.s••.gov
- Website
- r•••••.com
- SEC adviser type
- registered investment advisera•••••••••.s••.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jan 29, 2024
- Private funds reported
- 5 (0 venture capital funds)a•••••••••.s••.gov
- Private fund gross assets
- $326Ma•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $326Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 4
- business phone
- 734-997-8661adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- michigan, midwest
- 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
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
3 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| R••••••••• V•••••• C•••••• F••• I••• L••• | Fund · ADV: Other Private Fund | 2017 form d first sale | Harvest | $108M Jan 29, 2024 | 25 | $52.0M of $120M | Apr 7, 2017 |
| R••••••••• V•••••• C•••••• F••• I•• L• | Fund · ADV: Other Private Fund | 2012 form d first sale | Harvest | $74.4M Jan 29, 2024 | 28 | $59.6M of $120M | May 22, 2012 |
| R••••••••• V•••••• C•••••• F••• I• L• | SPV or co-invest vehicle · ADV: Other Private Fund | unknown | Unknown | $27.1M Jan 29, 2024 | 14 | 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
8 current, 9 departed
C•••• R••••
Managing partnerManaging Partner
C••••••••• L••• R••••
Managing partnerCeo & Managing Partner · since Oct 1, 2008
C•••••••• D••••
PartnerPartner
J••• R••••••
PartnerPartner
J•••••• A••• R••••••
PartnerPartner · since Jan 1, 2011
K••••••• R•••
Platform and operationsPartner, CFO, CCO
K••••••• R••• R•••
Platform and operationsChief Financial Officer & Chief Compliance Officer · since Aug 1, 2018
C•••••••• N• D••••
PrincipalPrincipal · since Jan 1, 2023
9 departed (kept with end dates)
- D••• R••••••• · President And Ceo · Oct 1, 2005 to Feb 24, 2017 Inference
- S••••• V•••••• I•• · Management Committee Chair · Oct 1, 2008 to Feb 24, 2017 Inference
- E••• L••••••• · Management Committee · Oct 1, 2008 to Feb 24, 2017 Inference
- R•••••• M• G••••• · Management Committee · Oct 1, 2008 to Feb 24, 2017 Inference
- V•••••• C••• N•••••• · Partner · Apr 1, 2016 to Feb 1, 2023 Inference
- J•••••• I••• · Chief Administrative Officer · ? to Sep 16, 2026 Inference
- S•••••• K••••• · Coo · Jun 1, 2006 to Feb 24, 2017 Inference
- K•••• C•••••• · Vice President · Nov 1, 2010 to Feb 24, 2017 Inference
- T•• S••••• · Vice President · Feb 1, 2010 to Feb 24, 2017 Inference
Investments on record
1 edges, 1 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| 5••••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“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
1 relationships from shared deals, counted for the whole firm
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
16 dated events
- Sep 16, 2026••• LockedPerson leftPeopleInferenceJ•••••• I•••Venture organization websites (about, team, portfolio, thesis, news pages)
- Feb 1, 2023••• Locked
- Jan 1, 2023••• Locked
- Aug 1, 2018••• Locked
- Feb 2, 2018••• LockedFund first reported on Form ADVFundsFactR••••••••• V•••••• C•••••• F••• I••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 24, 2017••• Locked
- Feb 24, 2017••• Locked
- Feb 24, 2017••• Locked
- Feb 24, 2017••• Locked
- Feb 24, 2017••• Locked
- Feb 24, 2017••• Locked
- Feb 24, 2017••• Locked
- Apr 1, 2016••• Locked
- Feb 4, 2013••• LockedFund first reported on Form ADVFundsFactR••••••••• V•••••• C•••••• F••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 5, 2012••• LockedFirst SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 5, 2012••• LockedFund first reported on Form ADVFundsFactR••••••••• V•••••• C•••••• F••• I• 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, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 5 private funds
Evidence
49 observations from 2 sources