DFX Intelligence
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Firms / D••••• W•••••• L••
D••••• W•••••• L••
••• Locked
no sworn venture fact yet (name or round mention only)
Importance
23
moderate
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
97
high
Research priority
6
low
Identity and regulatory footprint
- Headquarters
- Palm Beach Gardens, FLa•••••••••.s••.gov
- Office address
- ••• Lockeda•••••••••.s••.gov
- Business phone
- ••• Lockeda•••••••••.s••.gov
- Website
- d•••••••.com
- SEC adviser type
- registered investment advisera•••••••••.s••.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- May 15, 2018
- Private funds reported
- 0 (0 venture capital funds)a•••••••••.s••.gov
- Private fund gross assets
- unknownreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $311Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 11
- Owners on Schedule A
- D••••• W••••• M••••••••• L•• (Managing Member), E
- business phone
- ••• Lockeda•••••••••.s••.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 n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported, 6 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| O••••• B••••••• T•••• | Fund | 2014 adv first reported | Wound down | $1.0M Feb 3, 2014 | 12 | unknown | unknown |
| O•••• B••••••• T•••• | Fund | 2013 adv first reported | Wound down | $1.0M Feb 3, 2014 | 12 | unknown | unknown |
| O•••••• B••••••• T•••• | Fund | 2013 adv first reported | Wound down | $760,000 Feb 3, 2014 | 13 | unknown | unknown |
| O••••• B••••••• T•••• | Fund | 2013 adv first reported | Wound down | $400,000 Feb 3, 2014 | 8 | unknown | unknown |
| O••••• L• | Fund | 2013 adv first reported | Wound down | $400,000 Feb 3, 2014 | 7 | unknown | unknown |
| O••••• B••••••• T•••• | Fund | 2013 adv first reported | Wound down | $100,000 Feb 3, 2014 | 11 | 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
99 current, 1 departed
L•••• G•••
AnalystResearch Analyst
S••• J••••••
AnalystResearch Analyst
T•••• L• M•••••
AnalystSenior Research Analyst
A•••• C•••••
AssociateRelationship Associate
A••••• A•••
AssociateAssociate Wealth Advisor
E•• C•••••••
AssociateRelationship Associate
G••••••• C••••••
AssociateSenior Relationship Associate
G•••••••• R•••••••••
AssociateRelationship Associate
G•••••• H•••••
AssociateAssociate Wealth Advisor
J••••• L• M•••••
AssociateSenior Relationship Associate
J•• Q••••••
AssociateAssociate Wealth Advisor
J••••• D•••••
AssociateRelationship Associate
K••••• K••• S••••
AssociateResearch Associate
L•••• G••••
AssociateRelationship Associate
L••• G••••••
AssociateSenior Relationship Associate
M•••••• F•••••••••
AssociateRelationship Associate
M••• B•••••
AssociateRelationship Associate
M•••••• S••••••
AssociateAssociate Wealth Advisor
M••••• M••••••
AssociateRelationship Associate
M•• W••••
AssociateRelationship Associate
S••••• M•••••••••
AssociateSenior Relationship Associate
S•••••••• D•••••
AssociateAssociate Wealth Advisor
T••••• E•••••
AssociateSenior Relationship Associate
T•••• B••••••••• F••
AssociateSenior Relationship Associate
T•••••• C••••
AssociateSenior Relationship Associate
V••••••• B••••
AssociateRelationship Associate
B•••• R•••••
Board or advisorySenior Wealth Advisor
B•••• W• O••••••
Board or advisorySenior Wealth Advisor
B•••• S••••••••
Board or advisorySenior Wealth Advisor
B•••••• A• C•••••••••
Board or advisorySenior Wealth Advisor
D•••• S•••••••
Board or advisorySenior Wealth Advisor
D•••• V•••••••••
Board or advisorySenior Wealth Advisor
D••••• S• L•••••••
Board or advisorySenior Wealth Advisor
E••• A• B•••••••
Board or advisorySenior Wealth Advisor
E••• H•••
Board or advisoryWealth Advisor
F•••••• A• P•••••
Board or advisorySenior Wealth Advisor
G••• K• B••••••
Board or advisorySenior Wealth Advisor
J••• G••••••
Board or advisoryWealth Advisor
J•••• K• T•••••• J••
Board or advisorySenior Wealth Advisor
J•• M••••••••
Board or advisorySenior Wealth Advisor
J•••••• D• L••••
Board or advisorySenior Wealth Advisor
J•••••• M• G••••••• J••
Board or advisorySenior Wealth Advisor
J•••••• B••••••
Board or advisoryWealth Advisor
J••• D• R••••
Board or advisorySenior Wealth Advisor
J••• H• K•••
Board or advisorySenior Wealth Advisor
J••••••• P•••
Board or advisorySenior Wealth Advisor
J••• C•••••••
Board or advisorySenior Wealth Advisor
K••• D•••••••••
Board or advisorySenior Wealth Advisor
L•• N• P•••
Board or advisorySenior Wealth Advisor
L•• D•••• V••••
Board or advisorySenior Wealth Advisor
M•••••• R•••
Board or advisorySenior Wealth Advisor
M••••••• G••••
Board or advisorySenior Wealth Advisor
M••• B••• C••••••••
Board or advisoryWealth Advisor
M••• S••••••
Board or advisorySenior Wealth Advisor
P•••••• G• H•••
Board or advisorySenior Wealth Advisor
P•••• A•••••••
Board or advisorySenior Wealth Advisor
R••• W•••••••
Board or advisorySenior Wealth Advisor
R•••• S••••
Board or advisoryWealth Advisor
R••• M•••••••••
Board or advisorySenior Wealth Advisor
S•• R••••••
Board or advisorySenior Wealth Advisor
S••• M••••••••
Board or advisorySenior Wealth Advisor
T• B•••••••• M••••••
Board or advisorySenior Wealth Advisor
W••• K•••••
Board or advisorySenior Wealth Advisor
W•••••• J• M••••
Board or advisorySenior Wealth Advisor
B•••• P• K•••••
Founder or executivePresident
P•••• J• R•••••••
Founder or executiveFounder
J••• F•••••••• D•••••••
Managing partnerChief Financial Officer And Managing Partner · since Dec 1, 2006
M•••••• R•••
Managing partnerChief Operating Officer, Chief Compliance Officer And Managing Partner · since May 1, 2018
P•••• F•••••• M•••
Managing partnerChief Strategic Officer And Managing Partner · since May 1, 2018
P•••• J••• R•••••••
Managing partnerChief Executive Officer And Managing Partner · since May 1, 2018
A•• L• E••••••••
PartnerSenior Relationship Manager
J•• K•••
PartnerSenior Portfolio Manager
L••••• F••••••
PartnerEmployee Resources Manager
M•••••• J• H•••••
PartnerSenior Portfolio Manager
R••••• W•••••
PartnerPortfolio Manager
R••••• G• P•••••
PartnerSenior Portfolio Manager
T•• M••••
PartnerChief Investment Officer
B••• B••••
Platform and operationsOperations Analyst
B•••• G••••••••
Platform and operationsDirector of Operations
C•••• M•••••••••
Platform and operationsAssociate General Counsel
C••••• R••••
Platform and operationsStrategy & Operations Manager – Lewes
C•••••• B••••••
Platform and operationsOffice Manager
D•••••••• M••••••••
Platform and operationsSenior Executive Assistant
J•••••• L• E•••••••
Platform and operationsClient Operations - Harrisburg
J••••• H•••••
Platform and operationsDirector of Marketing
K••••• L•••••
Platform and operationsOffice Operations Assistant
K•••••• A••••••••
Platform and operationsChief Tax Officer
K•••• M• B•••
Platform and operationsChief Compliance Officer
K••••• G••••••
Platform and operationsExecutive Assistant
L••••• A•••••••• M•••
Platform and operationsGeneral Counsel
L•••••• N••••
Platform and operationsOffice Manager
L••• S• B•••••
Platform and operationsChief Technology Officer
R••• G•••••••
Platform and operationsOffice Manager
R••• C••••••
Platform and operationsOperations Analyst
T•• S•••••••••
Platform and operationsDirector of Finance
W•••• K•••••••
Platform and operationsController
F•••• Z••••
PrincipalPrincipal
H••• T•••••
PrincipalPrincipal
R••• C••••
PrincipalDirector of Corporate Strategy
1 departed (kept with end dates)
- M•••••• J••• O•••• · Managing Partner · Mar 1, 2007 to May 2, 2018 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
16 dated events
- May 2, 2018••• Locked
- May 1, 2018••• Locked
- May 1, 2018••• Locked
- Feb 9, 2018••• LockedFund no longer reportedFundsInferenceO••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 9, 2018••• LockedFund no longer reportedFundsInferenceO•••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 9, 2018••• LockedFund no longer reportedFundsInferenceO•••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 9, 2018••• LockedFund no longer reportedFundsInferenceO••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 9, 2018••• LockedFund no longer reportedFundsInferenceO••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 9, 2018••• LockedFund no longer reportedFundsInferenceO••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 3, 2014••• LockedFund first reported on Form ADVFundsFactO••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 6, 2013••• LockedFund first reported on Form ADVFundsFactO•••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 6, 2013••• LockedFund first reported on Form ADVFundsFactO••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 6, 2013••• LockedFund first reported on Form ADVFundsFactO••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 6, 2013••• LockedFund first reported on Form ADVFundsFactO••••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 6, 2013••• LockedFund first reported on Form ADVFundsFactO•••• B••••••• T••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 10, 2012••• LockedFirst 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, 2026Candidate (candidate, 50%, cls-1)no sworn venture fact yet (name or round mention only)
Evidence
36 observations from 2 sources