DFX Intelligence
Venture Capital Intelligence
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 / R•••••• C•••••• P•••••••• L••
R•••••• C•••••• P•••••••• L••
Private equity with venture activity · probableBethesda, MDr•••••••••SEC registered investment adviser
We believe we are the private equity partner of choice for family and founder owned industrial businesses seeking shared success.
registered adviser; venture funds are 0% of 11 private funds
Importance
29
moderate
Active deployment
0
low
Emerging
0
low
Completeness
69
high
Freshness
99
high
Research priority
5
low
Identity and regulatory footprint
- Headquarters
- Bethesda, MDadviserinfo.sec.gov
- Office address
- 4747 BETHESDA AVENUE, SUITE 1150, Bethesda, MD, 20814adviserinfo.sec.gov
- Business phone
- 240-482-0612adviserinfo.sec.gov
- Website
- H•••••••••
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 25, 2024
- Private funds reported
- 11 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $677Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $677Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 22
- business email
- pr@rotundacapital.comrotundacapital.compublished by the subject
- business email
- ir@rotundacapital.comrotundacapital.compublished by the subject
- business email
- mt@rotundacapital.comrotundacapital.compublished by the subject
- business email
- mv@rotundacapital.comrotundacapital.compublished by the subject
- business phone
- 240-482-0612adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- enterprise software, edtech, logistics, industrial
- Stages
- growth
- 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 n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
5 reported, 7 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| A••••• L•••••••• 2• L•• | Fund · ADV: Private Equity Fund | 2018 form d first sale | Harvest | $890,228 Mar 25, 2024 | 38 | $5.1M of $5.1M | Oct 11, 2018 |
| R•••••• L•• | Fund · ADV: Private Equity Fund | 2015 form d first sale | Harvest | $2,614 Mar 25, 2024 | 35 | $12.5M of $12.5M | May 7, 2015 |
| R•••••• L•• | Fund · ADV: Private Equity Fund | 2014 form d first sale | Harvest | $1.8M Mar 25, 2024 | 46 | $17.6M of $17.6M | May 30, 2014 |
| R••••••• L•• | Fund · ADV: Private Equity Fund | unknown | Unknown | $0 Mar 25, 2024 | 5 | unknown | unknown |
| R•••••• L•• | Fund · ADV: Private Equity Fund | unknown | Unknown | $0 Mar 25, 2024 | 10 | unknown | unknown |
| R•••••• L•• | Fund · ADV: Private Equity Fund | 2019 adv first reported | Wound down | $410,907 Apr 22, 2023 | 23 | unknown | unknown |
| R••••••• L•• | Fund · ADV: Private Equity Fund | 2018 adv first reported | Wound down | $297,684 Apr 22, 2023 | 25 | unknown | unknown |
| R••••••• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $9.9M Apr 22, 2023 | 48 | unknown | unknown |
| R•• D••••• O••••••••• F••• I• L•• | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $2.5M Apr 22, 2023 | 2 | unknown | unknown |
| R•••••• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $414,588 Apr 22, 2023 | 39 | unknown | unknown |
| R••••••• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $236,177 Apr 30, 2020 | 28 | unknown | unknown |
| R•••••• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $23,404 Nov 12, 2019 | 37 | 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
36 current, 1 departed
A••• L•••••
AssociateAssociate, Business Development
K•••••••• S••••••
AssociateAssociate
L•••• E••••••
AssociateAssociate
M••• T•••••••••
AssociateAssociate
C•••• W••••••
Managing partnerManaging Partner
D•• L•••••
Managing partnerManaging Partner
D••••• B••••• L•••••
Managing partnerManaging Partner · since Jan 1, 2015
J••• F•••••••••
Managing partnerManaging Partner
J••• M••••• F•••••••••
Managing partnerManaging Partner · since Jan 1, 2015
M•••••• C•••• W••••••
Managing partnerManaging Partner · since Jan 1, 2015
R••••• D•••• W••••••
Managing partnerManaging Partner · since Jan 1, 2015
V•••• C•••••••
Managing partnerManaging Partner
M•••••• V••••
Operating partnerOperating Partner
M•••••• M•••••••
Operating partnerOperating Partner
R••• K••••••
OtherHead of Business Development
B•• W••••••
PartnerPartner
R••• A•••••
PartnerPartner
B•••• W•••
Platform and operationsController / Compliance
B•••• B•••••
Platform and operationsVice President, Data & Analytics
C••• H••••
Platform and operationsVice President, Data & Analytics
D••••• W•••
Platform and operationsAccounting and Tax Manager
J•••• S•••
Platform and operationsSenior Associate, Data & Analytics
M•••••• G••••••••
Platform and operationsExecutive Assistant
M••••••• L•
Platform and operationsD•••••or of Operations
R•••• D••••
Platform and operationsPartner, Chief Financial Officer/Chief Compliance Officer
R••• K••••••
Platform and operationsChief Compliance Officer, Chief Financial Officer · since Oct 1, 2019
R••• S•••••
PrincipalPrincipal
A•••• C•••••••••
Vice presidentSenior Associate
A••• G•••••
Vice presidentOperating Vice President
C•••••• C••••••
Vice presidentVice President
C•••• B•••••
Vice presidentSenior Associate
E••• F••••
Vice presidentSenior Associate
J•••• S••••
Vice presidentSenior Associate, Business Development
K•••••••• O•••••••
Vice presidentVice President
N••••• B••••••
Vice presidentOperating Vice President
N••• P•••••••
Vice presidentVice President
1 departed (kept with end dates)
- J•••• H• L••••• · Chief Compliance Officer · Jun 1, 2019 to Mar 30, 2020 Inference
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
23 dated events
- Mar 25, 2024R••••••• L•• no longer reported on Form ADV by R•••••• C•••••• P•••••••• L••Fund no longer reportedFundsInferenceR••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 25, 2024R•••••• L•• no longer reported on Form ADV by R•••••• C•••••• P•••••••• L••Fund no longer reportedFundsInferenceR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 25, 2024R••••••• L•• no longer reported on Form ADV by R•••••• C•••••• P•••••••• L••Fund no longer reportedFundsInferenceR••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 25, 2024R•• D••••• O••••••••• F••• I• L•• no longer reported on Form ADV by R•••••• C•••••• P•••••••• L••Fund no longer reportedFundsInferenceR•• D••••• O••••••••• F••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 25, 2024R•••••• L•• no longer reported on Form ADV by R•••••• C•••••• P•••••••• L••Fund no longer reportedFundsInferenceR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021R••••••• L•• no longer reported on Form ADV by R•••••• C•••••• P•••••••• L••Fund no longer reportedFundsInferenceR••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2020J•••• H• L••••• (Chief Compliance Officer) no longer on Schedule A of R•••••• C•••••• P•••••••• L••
- Mar 30, 2020R•••••• L•• no longer reported on Form ADV by R•••••• C•••••• P•••••••• L••Fund no longer reportedFundsInferenceR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 1, 2019R••• K•••••• joined Schedule A of R•••••• C•••••• P•••••••• L•• as Chief Financial Officer
- Jun 1, 2019J•••• H• L••••• joined Schedule A of R•••••• C•••••• P•••••••• L•• as Chief Compliance Officer
- Mar 29, 2019A••••• L•••••••• 2• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $7,482,009Fund first reported on Form ADVFundsFactA••••• L•••••••• 2• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2019R•••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $15,008,175Fund first reported on Form ADVFundsFactR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2018R••••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund)Fund first reported on Form ADVFundsFactR••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R•••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $5,125,000Fund first reported on Form ADVFundsFactR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R•••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $781,000Fund first reported on Form ADVFundsFactR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R••••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $30,325,000Fund first reported on Form ADVFundsFactR••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R•••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $17,650,000Fund first reported on Form ADVFundsFactR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R••••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $34,700,000Fund first reported on Form ADVFundsFactR••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R•• D••••• O••••••••• F••• I• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund)Fund first reported on Form ADVFundsFactR•• D••••• O••••••••• F••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R••••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $320,000Fund first reported on Form ADVFundsFactR••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R•••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $6,990,000Fund first reported on Form ADVFundsFactR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R•••••• L•• first reported on Form ADV by R•••••• C•••••• P•••••••• L•• (Private Equity Fund), GAV $15,409,000Fund first reported on Form ADVFundsFactR•••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 12, 2017R•••••• C•••••• P•••••••• L•• 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)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 11 private funds
Evidence
42 observations from 2 sources