DFX Intelligence
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O•• R••• C•••••• M••••••••• L••
Private equity with venture activitySEC-registered adviserClassification probable· New York, New York
Private equity with venture activity, based in New York, New York, reporting $407M of private fund gross assets across 20 funds.
Composed from this organization's classification, location and filed figures.
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
- Fund gross assets
- $407M
- New companies, 12 mo
- None
- Investment team
- 2
- Latest vintage
- 2021
Form ADV, Schedule D
Portfolio pages, financing announcements and Form D
Form ADV Schedule A and the firm's team page
Form ADV and Form D
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, probableShowHide
Importance
38
elevated
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
7
low
Private equity with venture activity · probableSEC registered investment adviser
Registered adviser; venture funds are 0% of 20 private funds
Investments on recordWhat 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.
9 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| A•••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| G••••••• C•••••• A•••••••• P••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| I••• M••••••• H•• S•••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| J••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| N•••• A••••••• H••••• 2• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
All 9 investmentsnewest first · 9 companies
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| A•••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| G••••••• C•••••• A•••••••• P••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| I••• M••••••• H•• S•••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| J••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| N•••• A••••••• H••••• 2• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| P•••••• P••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| P••• B•••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| W••••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Z••• H•• S•••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
Investment teamHow 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.
3 current, 0 departed
- Managing Member
- Managing Member
- Chief Compliance Officer/Chief Financial Officer
Full team · 3 peoplewith contacts and sources
G••••• J••••• K•••
Managing partnerManaging Member · since Jun 1, 2016
FactForm ADV
R••••• M••• K•••••
Managing partnerManaging Member · since Jun 1, 2016
FactForm ADV
D•••• S•••• H••••••
Platform and operationsChief Compliance Officer/Chief Financial Officer · since Dec 1, 2019
FactForm ADV
Co-investors
1 counted from shared deals, for the whole firm
- 2026-09-161 shared deal · one time
Funds and vehiclesWhat 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.
12 reported, 6 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| O••• H••••• L• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $69.8M Jul 24, 2026 | 45 | unknown | unknown |
| O••• H••••• O••••••• L• | Feeder or parallel · ADV: Private Equity Fund | 2021 adv first reported | Mature | $56.1M Jul 24, 2026 | 9 | unknown | unknown |
| O• I••• O•• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $28.8M Jul 24, 2026 | 24 | unknown | unknown |
| O• I••• T•••• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $9.3M Jul 24, 2026 | 4 | unknown | unknown |
| O• I••• T•• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $8.0M Jul 24, 2026 | 16 | unknown | unknown |
View all 18 vehiclesnewest vintage first, no longer reported last
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| O••• H••••• L• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $69.8M Jul 24, 2026 | 45 | unknown | unknown |
| O••• H••••• O••••••• L• | Feeder or parallel · ADV: Private Equity Fund | 2021 adv first reported | Mature | $56.1M Jul 24, 2026 | 9 | unknown | unknown |
| O• I••• O•• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $28.8M Jul 24, 2026 | 24 | unknown | unknown |
| O• I••• T•••• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $9.3M Jul 24, 2026 | 4 | unknown | unknown |
| O• I••• T•• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $8.0M Jul 24, 2026 | 16 | unknown | unknown |
| O• G••• O•• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $56,926 Jul 24, 2026 | 25 | unknown | unknown |
| O• G••• T•• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $20,938 Jul 24, 2026 | 5 | unknown | unknown |
| P•••••• A••••••••• H••••••• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Mature | $16.0M Jul 24, 2026 | 21 | unknown | unknown |
| O••• H• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Mature | $10.5M Jul 24, 2026 | 28 | unknown | unknown |
| O•• R••• S•• 2• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Mature | $10.0M Jul 24, 2026 | 13 | unknown | unknown |
| O•• R••• P••• O• F••• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Mature | $1.3M Jul 24, 2026 | 17 | unknown | unknown |
| O•• R••• C•••••• P••••••• L• | Fund · ADV: Private Equity Fund | unknown | Unknown | $36.6M Jul 24, 2026 | 40 | unknown | unknown |
| J•••••• P••••••• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Wound down | $2.0M Sep 21, 2022 | 12 | unknown | unknown |
| O•• R••• L••••••• L•• | Fund · ADV: Private Equity Fund | 2021 adv first reported | Wound down | $1.1M Sep 21, 2022 | 16 | unknown | unknown |
| O•• R••• L•• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Wound down | $8.1M Mar 30, 2020 | 20 | unknown | unknown |
| O••• T••• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Wound down | $7.4M Sep 21, 2022 | 23 | unknown | unknown |
| T•••••• I•••••••• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Wound down | $829,628 May 12, 2023 | 26 | unknown | unknown |
| O•• R••• S•• 1• L•• | Fund · ADV: Private Equity Fund | 2020 adv first reported | Wound down | $69,819 Sep 21, 2022 | 8 | unknown | unknown |
Stated thesis versus observed behaviour
9 observed deals
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
unknown 100%
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
26 dated events
- Mar 27, 2024••• Locked
- Mar 30, 2023••• Locked
- Mar 30, 2023••• Locked
- Mar 30, 2023••• Locked
- Mar 30, 2023••• Locked
Full timeline · 26 eventsnewest first; portfolio-page removals last
- Mar 27, 2024••• Locked
- Mar 30, 2023••• Locked
- Mar 30, 2023••• Locked
- Mar 30, 2023••• Locked
- Mar 30, 2023••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Mar 30, 2020••• Locked
- Mar 30, 2020••• Locked
- Mar 30, 2020••• Locked
- Mar 30, 2020••• Locked
- Mar 30, 2020••• Locked
- Mar 30, 2020••• Locked
- Mar 30, 2020••• Locked
- Mar 30, 2020••• Locked
- Dec 1, 2019••• Locked
- Nov 28, 2016••• Locked
- Nov 28, 2016••• Locked
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jul 24, 2026 · 20 private fundsShowHide
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- o•••••••••.com
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 24, 2026
- Private funds reported
- 20 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $407Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $623Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 6
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 20 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 17 private funds
Evidence
45 observations from 3 sources
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | Jul 24, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 27, 2024 | Fact | Form ADV |
| First Form ADV filing | 2016-11-28 | Jul 24, 2026 | Fact | Form ADV |
| First Form ADV filing | 2016-11-28 | Mar 27, 2024 | 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 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-07-24 | Jul 24, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-27 | Mar 27, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jul 24, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 27, 2024 | Fact | Form ADV |
| Business phone | ••• Locked | Mar 27, 2024 | Fact | Form ADV |
| Contact page url | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Employees | 6 | Mar 27, 2024 | Fact | Form ADV |
| Headquarters | New York, NY | Mar 27, 2024 | Fact | Form ADV |
| Office address | ••• Locked | Mar 27, 2024 | Fact | Form ADV |
| Portfolio page | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Portfolio page | ••• Locked “••• Locked” | Sep 14, 2026 | Fact | Firm website |
| Private funds reported | 20 | Jul 24, 2026 | Fact | Form ADV |
| Private funds reported | 17 | Mar 27, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $407M | Jul 24, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $623M | Mar 27, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $623M | Mar 27, 2024 | Fact | Form ADV |
| Team page | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Team page | ••• Locked “••• Locked” | Sep 14, 2026 | Fact | Firm website |
| Venture funds reported | 0 | Jul 24, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Mar 27, 2024 | Fact | Form ADV |
| Website | ••• Locked | Mar 27, 2024 | Fact | Form ADV |
| Site title | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 14, 2026 | Fact | Firm website |