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.

Firms / Goldcrest Advisory, LLC

Goldcrest Advisory, LLC

Institutional venture firmDallas, TXgoldcrest.comSEC venture capital fund adviserone firm, 2 filing advisers

This firm files as 2 advisers on goldcrest.com: Goldcrest Advisory II, LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

Goldcrest Capital is a venture capital fund investing in private technology companies.

venture manager, reported GAV $1,259M across 19 vehicles

Importance
44
elevated
Active deployment
40
elevated
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
18
moderate
Identity and regulatory footprint
Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
5956 SHERRY LANE, SUITE 1818, Dallas, TX, 75225adviserinfo.sec.gov
Business phone
(214) 303-1112adviserinfo.sec.gov
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 27, 2026
Private funds reported
21 (21 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$2.9Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
Adam B. Ross Revocable Trust, U/a/d November 6, 2001 (Member), D
business phone
(214) 303-1112adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
4 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
Self-described
venture capital
Observed (from deals on record)
Stage at participation
series a 33%series c 33%series d plus 33%
Stage at first entry
series a 33%series c 33%series d plus 33%
Sectors
unknown 100%
lead rate 0%follow-on rate 0%new logos, 12 months 4
Funds and vehicles
19 reported, 4 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Goldcrest Capital Peregrine-B Spv, LLCSPV or co-invest vehicle2024 adv first reportedEarly deployment$7.1M
Mar 27, 2024
89$0Nov 30, 2023
Goldcrest Capital Two Chairs Spv, LLCSPV or co-invest vehicle2023 adv first reportedActive deployment$2.5M
Mar 27, 2024
48$0Sep 26, 2022
Goldcrest Capital Iii-A LPFeeder or parallel2022 adv first reportedActive deployment$316M
Mar 27, 2024
239$0
of $315M
Jul 22, 2021
Goldcrest Capital Mars Spv, LLCSPV or co-invest vehicle2022 form d first saleActive deployment$39.9M
Mar 27, 2024
52$28.9M
of $28.9M
Jun 10, 2022
Goldcrest Capital Iii-C LPFund2022 adv first reportedActive deployment$9.2M
Mar 27, 2024
4unknownunknown
Goldcrest Capital Iii-B LPFeeder or parallel2022 adv first reportedActive deployment$9.0M
Mar 27, 2024
82$0
of $10.0M
Jul 22, 2021
Goldcrest Capital Sourcegraph-B Spv, LLCSPV or co-invest vehicle2021 adv first reportedMature$58.5M
Mar 27, 2024
3$0
of $4.1M
Mar 27, 2020
Goldcrest Capital Venus Spv LLCSPV or co-invest vehicle2021 form d first saleMature$23.2M
Mar 27, 2024
8$9.9M
of $9.9M
Feb 24, 2021
Goldcrest Capital River Spv LLCSPV or co-invest vehicle2021 form d first saleMature$6.7M
Mar 27, 2024
7$6.0M
of $6.0M
Sep 14, 2021
Goldcrest Capital Sourcegraph-D Spv, LLCSPV or co-invest vehicle2021 form d first saleMature$4.7M
Mar 27, 2024
40$6.5M
of $6.5M
Aug 27, 2021
Goldcrest Capital Vontive-B Spv LLCSPV or co-invest vehicle2021 form d first saleMature$3.6M
Mar 27, 2024
30$3.6M
of $3.6M
Dec 30, 2021
Goldcrest Capital Sentilink-B Spv LLCSPV or co-invest vehicle2021 form d first saleMature$3.3M
Mar 27, 2024
2$3.3M
of $3.3M
Jul 23, 2021
Goldcrest Capital Mercury Spv, LLCSPV or co-invest vehicle2020 form d first saleMature$108M
Mar 27, 2024
53$50.1M
of $50.1M
Aug 12, 2020
Goldcrest Capital Sourcegraph-C Spv, LLCSPV or co-invest vehicle2020 form d first saleMature$7.9M
Mar 27, 2024
4$3.6M
of $3.6M
Dec 9, 2020
Goldcrest Capital Ii-A, LPFeeder or parallel2019 adv first reportedMature$270M
Mar 27, 2024
165$0
of $125M
Jun 7, 2018
Goldcrest Capital Ii-C LPFund2019 adv first reportedMature$19.9M
Mar 27, 2024
3unknownunknown
Goldcrest Capital Ii-B, LPFeeder or parallel2018 form d first saleHarvest$13.4M
Mar 27, 2024
54$6.4M
of $13.0M
Aug 28, 2018
Goldcrest Capital Qp, LPFeeder or parallelunknownUnknown$319M
Mar 27, 2024
110unknownunknown
Goldcrest Capital, LPFundunknownUnknown$36.9M
Mar 27, 2024
80$0
of $120M
Jul 30, 2015
Goldcrest Capital Bird-C-1 Spv, LLCSPV or co-invest vehicle2020 adv first reportedWound down$326,986
Mar 22, 2023
11unknownunknown
Goldcrest Capital Bird-D Spv, LLCSPV or co-invest vehicle2020 adv first reportedWound down$26,704
Mar 22, 2023
3unknownunknown
Goldcrest Capital Bird-B Spv, LLCSPV or co-invest vehicle2019 adv first reportedWound down$592,304
Mar 22, 2023
11unknownunknown
Goldcrest Capital Bird-C Spv, LLCSPV or co-invest vehicle2019 adv first reportedWound down$381,812
Mar 22, 2023
8unknownunknown
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
4 current, 0 departed
Investments on record
4 edges, 4 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Peregrine TechnologiesSeries D · Series D+participantunknown$250MunknownJun 23, 2026Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
SageSeries C · Series Cparticipantunknown$65.0MunknownMar 5, 2026Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
RenewSeries A · Series Aparticipantunknown$12.0MunknownOct 14, 2025Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
QuoteWellFunding roundparticipantunknown$12.0MunknownOct 8, 2025Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
“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.
Co-investors
9 relationships from shared deals, counted for the whole firm
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
28 dated events
  1. Mar 27, 2024
    Goldcrest Capital Bird-B Spv, LLC no longer reported on Form ADV by Goldcrest Advisory, LLC
  2. Mar 27, 2024
    Goldcrest Capital Bird-D Spv, LLC no longer reported on Form ADV by Goldcrest Advisory, LLC
  3. Mar 27, 2024
    Goldcrest Capital Bird-C Spv, LLC no longer reported on Form ADV by Goldcrest Advisory, LLC
  4. Mar 27, 2024
    Goldcrest Capital Bird-C-1 Spv, LLC no longer reported on Form ADV by Goldcrest Advisory, LLC
  5. Mar 27, 2024
    Goldcrest Capital Peregrine-B Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $7,149,863
  6. Mar 22, 2023
    Goldcrest Capital Two Chairs Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $2,127,695
  7. Mar 22, 2023
    Goldcrest Capital Mars Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $28,817,908
  8. Mar 31, 2022
    Goldcrest Capital Venus Spv LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $13,407,173
  9. Mar 31, 2022
    Goldcrest Capital Iii-B LP first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $8,611,416
  10. Mar 31, 2022
    Goldcrest Capital Sentilink-B Spv LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $3,351,145
  11. Mar 31, 2022
    Goldcrest Capital Vontive-B Spv LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $3,600,000
  12. Mar 31, 2022
    Goldcrest Capital Iii-A LP first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $304,332,316
  13. Mar 31, 2022
    Goldcrest Capital River Spv LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $6,032,531
  14. Mar 31, 2022
    Goldcrest Capital Sourcegraph-D Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $7,859,446
  15. Mar 31, 2022
    Goldcrest Capital Iii-C LP first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund)
  16. Mar 22, 2021
    Goldcrest Capital Mercury Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $30,190,058
  17. Mar 22, 2021
    Goldcrest Capital Sourcegraph-B Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $26,037,025
  18. Mar 22, 2021
    Goldcrest Capital Sourcegraph-C Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $3,548,066
  19. Mar 23, 2020
    Goldcrest Capital Bird-D Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $1,304,079
  20. Mar 23, 2020
    Goldcrest Capital Bird-C-1 Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $10,906,820
  21. Mar 27, 2019
    Goldcrest Capital Ii-B, LP first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $7,866,137
  22. Mar 27, 2019
    Goldcrest Capital Bird-B Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $37,058,284
  23. Mar 27, 2019
    Goldcrest Capital Ii-C LP first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $11,602,532
  24. Mar 27, 2019
    Goldcrest Capital Bird-C Spv, LLC first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $20,229,340
  25. Mar 27, 2019
    Goldcrest Capital Ii-A, LP first reported on Form ADV by Goldcrest Advisory, LLC (Venture Capital Fund), GAV $158,319,638
  26. Sep 29, 2015
    Goldcrest Capital Qp, LP first reported on Form ADV by Goldcrest Capital (Venture Capital Fund), GAV $108,076,757
  27. Sep 29, 2015
    Goldcrest Capital first filed Form ADV (ERA, venture capital fund adviser exemption)
  28. Sep 29, 2015
    Goldcrest Capital, LP first reported on Form ADV by Goldcrest Capital (Venture Capital Fund), GAV $12,188,242
Classification history
  1. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $1,259M across 19 vehicles
Evidence
48 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_exemption,vc_funds_reportedMar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserMar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserMar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2015-09-29Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-27Mar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-03-27Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusERA - ActiveMar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2015-09-29Mar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone(214) 303-1112Mar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone(214) 303-1112Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionGoldcrest Capital is a venture capital fund investing in private technology companies.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionGoldcrest Capital is a venture capital fund investing in private technology companies.
meta description
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersDallas, TXMar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersDallas, TXMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address5956 SHERRY LANE, SUITE 1818, Dallas, TX, 75225Mar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address5956 SHERRY LANE, SUITE 1818, Dallas, TX, 75225Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
Goldcrest ® is a venture capital fund that invests in private technology companies.
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
Goldcrest is a venture capital fund that invests in private technology companies.
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyMar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported21Mar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported19Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$2.9BMar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$1.3BMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Schedule a diffsadiff-1Mar 27, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Venture funds reported21Mar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported19Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://WWW.GOLDCREST.COM/
re-picked from Schedule D 1.I by name
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://WWW.GOLDCREST.COM/Mar 27, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
WebsiteHTTPS://WWW.GOLDCREST.CO/Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleGoldcrest Capital
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleGoldcrest Capital
title tag
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)