The names on this page are hidden. Create a free account to reveal 5 records a month, or get Venture Capital Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.

P••••••••• P••••••• • C••• L••

Private equity with venture activitySEC-registered adviserClassification probable· Bethesda, Maryland

Private equity with venture activity, based in Bethesda, Maryland, reporting $487M of private fund gross assets across 10 funds.

Composed from this organization's classification, location and filed figures.

Fund gross assets
$487M
Form ADV, Schedule D
Investment team
5
Form ADV Schedule A and the firm's team page
Latest vintage
2022
Form ADV and Form D
FundsInvestmentsTeam (6)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

Nothing material in the last 180 days. No dated change on record yet.

Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
17
moderate
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
4
low
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 17% of 10 private funds

Investments on record
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.
Investment team
6 current, 0 departed
Full team · 6 peoplewith contacts and sources
Partner
••• Locked (published by the subject)FactFirm website
Partner
FactForm ADV
Partner
FactForm ADV
S••••• G••• R•••
Member · since Oct 1, 2018
Partner
FactForm ADV
T••••• C••
Managing Director
Partner
••• Locked (published by the subject)FactFirm website
G•• A•••••• S••••
Chief Compliance Officer · since Apr 1, 2020
Platform and operations
FactForm ADV
Co-investors
0 counted from shared deals, 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.
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
S••• V•••••••• L•••Fund2022 adv first reportedActive deployment$58.6M
Mar 27, 2026
55unknownunknown
S••• V••••••• I•• L•••Fund2022 adv first reportedActive deployment$53.4M
Mar 27, 2026
102unknownunknown
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
colorado, maryland, texas
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 no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
Limited partners
0 LPs, 0 disclosed commitments
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
7 dated events
  1. Mar 29, 2024
    ••• Locked
    Fund no longer reportedFundsInferenceS••• V••••••• I•• L•••Form ADV
  2. Mar 29, 2024
    ••• Locked
    Fund no longer reportedFundsInferenceS••• V•••••••• L•••Form ADV
  3. Apr 12, 2022
    ••• Locked
    Person leftPeopleInferenceS••••• G••• R•••Form ADV
  4. Apr 1, 2020
    ••• Locked
    Person joinedPeopleFactG•• A•••••• S••••Form ADV
  5. Feb 1, 2016
    ••• Locked
    Person joinedPeopleFactR••• J•••••• M••••••Form ADV
Full timeline · 7 eventsnewest first; portfolio-page removals last
  1. Mar 29, 2024
    ••• Locked
    Fund no longer reportedFundsInferenceS••• V••••••• I•• L•••Form ADV
  2. Mar 29, 2024
    ••• Locked
    Fund no longer reportedFundsInferenceS••• V•••••••• L•••Form ADV
  3. Apr 12, 2022
    ••• Locked
    Person leftPeopleInferenceS••••• G••• R•••Form ADV
  4. Apr 1, 2020
    ••• Locked
    Person joinedPeopleFactG•• A•••••• S••••Form ADV
  5. Feb 1, 2016
    ••• Locked
    Person joinedPeopleFactR••• J•••••• M••••••Form ADV
  6. Jan 21, 2016
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
  7. Jan 1, 2016
    ••• Locked
    Person joinedPeopleFactS••••• G••• R•••Form ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Apr 6, 2026 · 10 private fundsShow
Headquarters
Bethesda, MDadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
p•••••••••.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Apr 6, 2026
Private funds reported
10 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$487Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$3.0Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
19
Owners on Schedule A
G• A••••• L•• (Member), owns under 5%
Business email
••• Lockedp•••••••••.compublished by the subject
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 17% of 10 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 18% of 9 private funds
Evidence
65 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeRegistered investment adviserApr 6, 2026FactForm ADV
SEC adviser typeRegistered investment adviserOct 21, 2024FactForm ADV
First Form ADV filing2016-01-21Apr 6, 2026FactForm ADV
First Form ADV filing2016-01-21Oct 21, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-04-06Apr 6, 2026FactForm ADV
Latest Form ADV filing2024-10-21Oct 21, 2024FactForm ADV
Venture share of reported funds0Apr 6, 2026FactForm ADV
Venture share of reported funds0Oct 21, 2024FactForm ADV
Business phone••• LockedOct 21, 2024FactForm ADV
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Employees19Oct 21, 2024FactForm ADV
HeadquartersBethesda, MDOct 21, 2024FactForm ADV
Office address••• LockedOct 21, 2024FactForm ADV
Private funds reported10Apr 6, 2026FactForm ADV
Private funds reported9Oct 21, 2024FactForm ADV
Private fund gross assets (reported)$487MApr 6, 2026FactForm ADV
Private fund gross assets (reported)$302MOct 21, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$3.0BOct 21, 2024FactForm ADV
Stated geographycolorado,maryland,texas
“geography words on the home page”
Sep 16, 2026FactFirm website
Stated geographycolorado,maryland,texas
“geography words on the home page”
Sep 14, 2026FactFirm website
Team page••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Team page••• Locked
“••• Locked”
Sep 14, 2026FactFirm website
Venture funds reported0Apr 6, 2026FactForm ADV
Venture funds reported0Oct 21, 2024FactForm ADV
Website••• LockedOct 21, 2024FactForm ADV
Site title••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 14, 2026FactFirm website

Not yet on record: new companies, 12 mo.