Lobster Capital, LLC
Investing in the Top 2% of Y Combinator Startups.
In the firm's own words, from its website.
37 additional co-investors and affiliates, 47 additional investments, funds and LPs, 2 verified contacts (2 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 1 vehicleon Form D, 18 months
$17.7M reported sold so far.
A Form D is filed when a vehicle takes its first money, so these are open to LPs now.
- 1 companyportfolio raising
One portfolio company has new financing on record in 6 months without this firm named on the round; the latest on 28 Jul 2026 ($21M round).
A portfolio company raising again is a follow-on decision for the firm and a co-investment opening for others.
- 7 dealswith Y Combinator
Invests most often alongside Y Combinator (7 shared deals) and Peak Xv Partners Operations (2 shared deals).
pair last observed on record 1 Oct 2026, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.
People to know
View all people- Managing PartnerWhy: Managing partner: runs the firmNo route on file yet
Relationship network
93 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Lobster Capital, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Lobster Capital, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
50 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“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.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| a0.dev | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
| Allia | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
| Array Labs | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- Sectors
- ai, hardware
- Stages
- series a
- Geography
- silicon valley
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
1 current, 0 departed
Decision makers
- Gabriel Florian Jarrosson · Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Partner
Contacts
2 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
2 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Lobster Capital Fund II, LP | Fund | 2025 form d first sale | Fundraising | $4.2M Mar 13, 2026 | 12 | $5.5M of $25.0M | May 14, 2026 |
| Lobster Capital Fund I, LP | Fund | 2023 form d first sale | Active deployment | $12.1M Mar 13, 2026 | 63 | $12.3M of $12.3M | Dec 15, 2025 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
55 co-investors
Co-investors
- 2026-10-017 shared deals · strong
- 2026-10-012 shared deals · recurring
- 2026-10-012 shared deals · recurring
Compare portfolios with Y Combinator, Peak Xv Partners Operations LLC, Sterling Road or any firm. Co-investors across the market
Evidence and history
3 dated events, 62 observations from 4 sources
Timeline
- Mar 13, 2026Lobster Capital Fund II, LP first reported on Form ADV by Lobster Capital, LLC (Venture Capital Fund), GAV $4,200,000
- May 25, 2023Lobster Capital, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
- May 25, 2023Lobster Capital Fund I, LP first reported on Form ADV by Lobster Capital, LLC (Venture Capital Fund), GAV $4,323,230
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 13, 2026 · 2 private fundsShowHide
- Headquarters
- Paris, Franceadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- Lobstercap.com
- SEC adviser type
- Exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- Venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 13, 2026
- Private funds reported
- 2 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $16.3Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 23, 2026Micro VC (confirmed, 95%)Venture manager, reported GAV $16.3M across 2 vehicles
- Sep 12, 2026Micro VC (confirmed, 95%)Venture manager, reported GAV $5.9M across 2 vehicles
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC exemption, VC funds reported | Mar 13, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 13, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 29, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 13, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 13, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 29, 2024 | Fact | Form ADV |
| First Form ADV filing | 2023-05-25 | Mar 13, 2026 | Fact | Form ADV |
| First Form ADV filing | 2023-05-25 | Mar 29, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-13 | Mar 13, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-13 | Mar 13, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-29 | Mar 29, 2024 | Fact | Form ADV |
| SEC status | Mar 13, 2026 | Fact | Form ADV | |
| SEC status effective | 2023-05-25 | Mar 13, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 13, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 29, 2024 | Fact | Form ADV |
| Business phone | Mar 13, 2026 | Fact | Form ADV | |
| Business phone | Mar 29, 2024 | Fact | Form ADV | |
| Contact page url | Oct 1, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Oct 1, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 13, 2026 | Fact | ||
| Headquarters | Paris, France | Mar 29, 2024 | Fact | Form ADV |
| Office address | Mar 29, 2024 | Fact | Form ADV | |
| Legal form | Limited Liability Company | Mar 13, 2026 | Fact | Form ADV |
| Legal form | Limited Liability Company | Mar 29, 2024 | Fact | Form ADV |
| Portfolio page | Oct 1, 2026 | Fact | ||
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 13, 2026 | Fact | ||
| Private funds reported | 2 | Mar 13, 2026 | Fact | Form ADV |
| Private funds reported | 2 | Mar 13, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Mar 29, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $16.3M | Mar 13, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $16.3M | Mar 13, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $5.9M | Mar 29, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Sep 28, 2026 | Fact | Form ADV |
| Stated geography | silicon valley “geography words on the home page” | Oct 1, 2026 | Fact | |
| Stated geography | silicon valley “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | silicon valley “geography words on the home page” | Sep 13, 2026 | Fact | |
| Stated sectors | AI, hardware “sector words on the home page” | Oct 1, 2026 | Fact | |
| Stated sectors | Hardware, space “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | space “sector words on the home page” | Sep 13, 2026 | Fact | |
| Stated stages | Series a “stage words on the home page” | Oct 1, 2026 | Fact | |
| Stated stages | Series a “stage words on the home page” | Sep 16, 2026 | Fact | |
| Stated stages | Series a “stage words on the home page” | Sep 13, 2026 | Fact | |
| Venture funds reported | 2 | Mar 13, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Mar 13, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Mar 29, 2024 | Fact | Form ADV |
| Website | Mar 13, 2026 | Fact | Form ADV | |
| Website | Mar 29, 2024 | Fact | Form ADV | |
| Site title | Oct 1, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 13, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersMicro VC, confirmedShowHide
Venture manager, reported GAV $16.3M across 2 vehicles
- importance
- gav: 0.06 · funds: 0.17 · people: 0.04 · investments: 0.63 · co investors: 0.7
- active deployment
- investments 12m: 0 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
- emerging manager
- fund count: 2 · reported gav: $16.3M · first adv filing: 2023-05-25 · years since first filing: 3.4
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Fits
- score 14confidence 80%Why: activity; cap table
- score 14confidence 80%Why: activity; cap table
Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.
Record history
- Adviser's first ADV filing2023-05-25source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.