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 / M••••••• • C•••••• L••

M••••••• • C•••••• L••

Private equity with venture activity · probableSan Francisco, CAm•••••••.comSEC registered investment adviser

Thiago Silva Appointed as Sr. Managing Director, Head of Infrastructure Infrastructure leader to spearhead investment strategy, capital formation, and strategic partnerships Read More McMorgan & Company to Sell Its Stake in Exolum A realization that illustrates our long-term approach to infrastructure investing Read More McMorgan Multi-Asset Platform: Our Approach Chief Investment Officer Ken Tsuboi, CFA […]

registered adviser; venture funds are 17% of 8 private funds

Importance
4
low
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
98
high
Research priority
1
low
Identity and regulatory footprint
Headquarters
San Francisco, CAadviserinfo.sec.gov
Office address
33 NEW MONTGOMERY STREET, SUITE 2000, San Francisco, CA, 94105adviserinfo.sec.gov
Business phone
415-788-9300adviserinfo.sec.gov
Website
m•••••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 24, 2026
Private funds reported
8 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.7Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$7.6Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
26
Owners on Schedule A
M•• H•••••••• L• (Owner), E; M•• H••••••• G•• L•• (Owner), NA
business phone
415-788-9300adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
climate
Stages
not stated or not yet read
Geography
global
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
1 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
M••••••• V•••••• F••• V•• L••Fund2020 form d first saleMature$9.6M
Dec 9, 2024
2$10.0MMar 18, 2024
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
7 current, 14 departed
B•••• T••••• M•••••
President, Board Of Managers, Member · since Sep 1, 2002
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J••• F• S•••• S•••••••••
Ceo & Board Of Managers · since Jan 1, 2008
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
K•• H•••••• T•••••
Chief Investment Officer · since Jul 1, 2020
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
R••• J•••• R•••
Co-Chief Investment Officer Of Equity Division, Portfolio Manager · since Nov 1, 2020
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
S•••• T••••• L•••••
Co-Chief Investment Officer Of Equity Division, Portfolio Manager · since Nov 1, 2020
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
T••••• A•••••• D••••
President Of Equity Division, Portfolio Manager · since Nov 1, 2020
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
A••••• S• J••••
General Counsel And Chief Compliance Officer · since Jul 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)
14 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
27 dated events
  1. Mar 30, 2021
    M••••••• V•••••• F••• V•• L•• first reported on Form ADV by M••••••• • C•••••• L•• (Venture Capital Fund), GAV $4,933,243
    Fund first reported on Form ADVFundsFactM••••••• V•••••• F••• V•• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Nov 1, 2020
    T••••• A•••••• D•••• joined Schedule A of M••••••• • C•••••• L•• as President Of Equity Division, Portfolio Manager
    Person joinedPeopleFactT••••• A•••••• D••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Nov 1, 2020
    R••• J•••• R••• joined Schedule A of M••••••• • C•••••• L•• as Co-Chief Investment Officer Of Equity Division, Portfolio Manager
    Person joinedPeopleFactR••• J•••• R•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Nov 1, 2020
    S•••• T••••• L••••• joined Schedule A of M••••••• • C•••••• L•• as Co-Chief Investment Officer Of Equity Division, Portfolio Manager
    Person joinedPeopleFactS•••• T••••• L•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Jul 28, 2020
    C••••• R•••••••• (Chief Investment Officer) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceC••••• R••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Jul 1, 2020
    K•• H•••••• T••••• joined Schedule A of M••••••• • C•••••• L•• as Chief Investment Officer
    Person joinedPeopleFactK•• H•••••• T•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. May 17, 2019
    M••• S•• J•••••• (Managing Director, Member) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceM••• S•• J••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. May 17, 2019
    M••• R••••• T••••• (Managing Director, Member) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceM••• R••••• T•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. May 17, 2019
    T••• L••••• C••• (Controller) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceT••• L••••• C•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. May 17, 2019
    R••••• J••••• B•••• (Managing Director, Member) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceR••••• J••••• B••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. May 17, 2019
    B•••• K•••• J•••••• (Managing Director, Member) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceB•••• K•••• J••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Aug 1, 2012
    C••••• R•••••••• joined Schedule A of M••••••• • C•••••• L•• as Chief Investment Officer
    Person joinedPeopleFactC••••• R••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Jul 27, 2012
    J••• M•••••• G•••• (Board Of Managers) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceJ••• M•••••• G••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Jul 27, 2012
    Y••••••• H••• (Chairman-Board Of Managers) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceY••••••• H•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Jul 27, 2012
    J••• Y••• K•• (Board Of Managers) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceJ••• Y••• K••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Jul 27, 2012
    M•••••• E••••• S•••••• (Board Of Managers) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceM•••••• E••••• S••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Jul 27, 2012
    M••• N•••• S••• (Managing Director, General Counsel & Secretary & Cco) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceM••• N•••• S•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Jul 1, 2012
    A••••• S• J•••• joined Schedule A of M••••••• • C•••••• L•• as General Counsel And Chief Compliance Officer
    Person joinedPeopleFactA••••• S• J••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Jul 1, 2012
    R••••• J••••• B•••• joined Schedule A of M••••••• • C•••••• L•• as Managing Director, Member
    Person joinedPeopleFactR••••• J••••• B••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Jul 1, 2012
    B•••• K•••• J•••••• joined Schedule A of M••••••• • C•••••• L•• as Managing Director, Member
    Person joinedPeopleFactB•••• K•••• J••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Jul 1, 2012
    M••• S•• J•••••• joined Schedule A of M••••••• • C•••••• L•• as Managing Director, Member
    Person joinedPeopleFactM••• S•• J••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Jun 18, 2012
    D•••• M•••••• S••••• (Managing Director, Chief Investment Officer) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceD•••• M•••••• S•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Mar 30, 2012
    D••• E••••• L••••• (Chairmain - Board Of Managers) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceD••• E••••• L•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Mar 30, 2012
    C•••• J••• S••• (Director, Chief Compliance Officer) no longer on Schedule A of M••••••• • C•••••• L••
    Person leftPeopleInferenceC•••• J••• S•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  25. Jan 1, 2012
    Y••••••• H••• joined Schedule A of M••••••• • C•••••• L•• as Chairman-Board Of Managers
    Person joinedPeopleFactY••••••• H•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  26. Dec 15, 2011
    M••••••• • C•••••• L•• first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  27. Apr 1, 2011
    J••• M•••••• G•••• joined Schedule A of M••••••• • C•••••• L•• as Board Of Managers
    Person joinedPeopleFactJ••• M•••••• G••••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 17% of 8 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 17% of 6 private funds
Evidence
73 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserDec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2011-12-15Dec 9, 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 filing2026-07-24Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-12-09Dec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2001-10-11Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Dec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone415-788-9300Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone415-788-9300Dec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://m•••••••.com/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionThiago Silva Appointed as Sr. Managing Director, Head of Infrastructure Infrastructure leader to spearhead investment strategy, capital formation, and strategic partnerships Read More McMorgan & Company to Sell Its Stake in Exolum A realization that illustrates our long-term approach to infrastructure investing Read More McMorgan Multi-Asset Platform: Our Approach Chief Investment Officer Ken T•••••, CFA […]
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionThiago Silva Appointed as Sr. Managing Director, Head of Infrastructure Infrastructure leader to spearhead investment strategy, capital formation, and strategic partnerships Read More McMorgan & Company to Sell Its Stake in Exolum A realization that illustrates our long-term approach to infrastructure investing Read More McMorgan Multi-Asset Platform: Our Approach Chief Investment Officer Ken T•••••, CFA […]
“meta description”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees26Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees31Dec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSan Francisco, CAJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersSan Francisco, CADec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address33 NEW MONTGOMERY STREET, SUITE 2000, San Francisco, CA, 94105Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address33 NEW MONTGOMERY STREET, SUITE 2000, San Francisco, CA, 94105Dec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported7Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported8Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported6Dec 9, 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)$1.7BJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$1.1BDec 9, 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)$7.6BJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$7.1BDec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyglobal
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyglobal
“geography words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsclimate
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsclimate
“sector words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://m•••••••.com/
“0 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://m•••••••.com/
“0 name/title pairs read”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Jul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported1Dec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.m•••••••.comJul 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
WebsiteHTTP://w••.m•••••••.comDec 9, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHome - McMorgan & Company
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHome - McMorgan & Company
“title tag”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)