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.

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Firms / D•••• C•••••• P•••••••• L••

D•••• C•••••• P•••••••• L••

Private equity with venture activity · probableSausalito, CAd•••••••••.comSEC registered investment adviser

registered adviser; venture funds are 0% of 1 private funds

Importance
22
moderate
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
100
high
Research priority
7
low
Identity and regulatory footprint
Headquarters
Sausalito, CAadviserinfo.sec.gov
Office address
3 HARBOR DRIVE, SUITE 301, Sausalito, CA, 94965adviserinfo.sec.gov
Business phone
415-362-3600adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 28, 2018
Private funds reported
1 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1000Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1000Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
4
business phone
415-362-3600adviserinfo.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
Self-described
family office
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
1 current, 0 departed
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 7, 2012
    D•••• C•••••• P•••••••• L•• first filed Form ADV (ERA)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 1 private funds
Evidence
42 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-07Mar 28, 2018FactSEC 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 filing2018-03-28Mar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone415-362-3600Mar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees4Mar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSausalito, CAMar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address3 HARBOR DRIVE, SUITE 301, Sausalito, CA, 94965Mar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typefamily_office
D•••• Asset Management, a family office, employs a fundamental research driven investment strategy to pursue investment opportunities in the financial services sector.
Sep 19, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
D•••• Asset Management, a family office, employs a fundamental research driven investment strategy to pursue investment opportunities in the financial services sector.
Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
D•••• Asset Management, a family office, employs a fundamental research driven investment strategy to pursue investment opportunities in the financial services sector.
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
D•••• Asset Management, a family office, employs a fundamental research driven investment strategy to pursue investment opportunities in the financial services sector.
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
D•••• Asset Management, a family office, employs a fundamental research driven investment strategy to pursue investment opportunities in the financial services sector.
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported1Mar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$1000MMar 28, 2018FactSEC 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)$1000MMar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Mar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.d•••••••••.comMar 28, 2018FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website resolved domaindavismgt.com
https://d•••••••••.com/
Sep 19, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website resolved domaindavismgt.com
https://d•••••••••.com/
Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website resolved domaindavismgt.com
https://d•••••••••.com/
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website resolved domaindavismgt.com
https://d•••••••••.com/
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website resolved domaindavismgt.com
https://d•••••••••.com/
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleD•••• Asset Management
title tag
Sep 19, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleD•••• Asset Management
title tag
Sep 18, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleD•••• Asset Management
title tag
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleD•••• Asset Management
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleD•••• Asset Management
title tag
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)