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S••••••• I••••••••• M••••••••• L••

CandidateSEC exempt reporting adviser· San Francisco, California

Candidate, based in San Francisco, California, reporting $53.3M of private fund gross assets across 1 fund.

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

Fund gross assets
$53.3M
Form ADV, Schedule D
Investment team
3
Form ADV Schedule A and the firm's team page
FundsInvestmentsTeam (7)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
Why this matters
Scores, classification basis and filing advisersCandidate, candidateShow
Importance
10
low
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
97
high
Research priority
3
low
CandidateSEC exempt reporting adviser

No sworn venture fact yet (name or round mention only)

What matters now
Raising
No Form D vehicle in 18 months
Deploying
0 new companies in 12 months
Stage mix, deals on record
no observed deals yet
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
7 current, 2 departed
Full team · 7 peoplewith contacts and sources
J•••••• T••••• H•••••
Chief Investment Officer And Elected Manager (S••••••• I••••••••• M••••••••• L••) · since Oct 1, 2015
Partner
FactForm ADV
J••• F••••••• C•••
Shareholder · since Apr 1, 2011
Partner
FactForm ADV
Partner
FactForm ADV
R••••• M••••
Chief Financial Officer And Chief Operating Officer (S••••••• I••••••••• M••••••••• L••) · since Nov 1, 2015
Platform and operations
FactForm ADV
S••••• •••• B•••••••••
Chief Compliance Officer · since Jan 1, 2017
Platform and operations
FactForm ADV
Board or advisory
FactForm ADV
Board or advisory
FactForm ADV
2 departed (kept with end dates)
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
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
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 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
8 dated events
  1. Nov 10, 2017
  2. Mar 1, 2017
  3. Feb 2, 2017
    ••• Locked
    Person leftPeopleInferenceF•••••• F••••••Form ADV
  4. Jan 1, 2017
  5. Mar 8, 2016
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
Full timeline · 8 eventsnewest first; portfolio-page removals last
  1. Nov 10, 2017
  2. Mar 1, 2017
  3. Feb 2, 2017
    ••• Locked
    Person leftPeopleInferenceF•••••• F••••••Form ADV
  4. Jan 1, 2017
  5. Mar 8, 2016
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
  6. Nov 1, 2011
  7. Apr 1, 2011
    ••• Locked
    Person joinedPeopleFactJ••• F••••••• C•••Form ADV
  8. Jan 1, 2010
    ••• Locked
    Person joinedPeopleFactK••••••• G• K••••••Form ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Sep 11, 2018 · 1 private fundsShow

Website description: ••• Locked

Headquarters
San Francisco, CAadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
s•••••••••.com
SEC adviser type
Exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Sep 11, 2018
Private funds reported
1 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$53.3Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
N•••••• I••••••••• H••••••• L•• (Member), owns 75% or more; S•••• B• K•••••• 2••• F••••• T•••• (Member), owns 75% or more; S•••• B• K•••••• 2••• F••••• T•••• (Member), owns 25% to 50%; J••••• L•• (Member), owns 25% to 50%; N•••••• I••••••••• L•• (Shareholder), owns 25% to 50%; K•• L••• (Shareholder), owns 50% to 75%; S••••••• I••••••••• P••••••• L•• (Member), owns 75% or more
Classification history
Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Candidate (candidate, 50%)
    No sworn venture fact yet (name or round mention only)
Evidence
25 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeExempt reporting adviserSep 11, 2018FactForm ADV
First Form ADV filing2016-03-08Sep 11, 2018FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2018-09-11Sep 11, 2018FactForm ADV
Venture share of reported funds0Sep 11, 2018FactForm ADV
Business phone••• LockedSep 11, 2018FactForm ADV
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 14, 2026FactFirm website
HeadquartersSan Francisco, CASep 11, 2018FactForm ADV
Office address••• LockedSep 11, 2018FactForm ADV
Legal formLimited Liability CompanySep 11, 2018FactForm ADV
Private funds reported1Sep 11, 2018FactForm ADV
Private fund gross assets (reported)$53.3MSep 11, 2018FactForm ADV
Venture funds reported0Sep 11, 2018FactForm ADV
Website••• Locked
“••• Locked”
Sep 12, 2026FactForm ADV
Website••• LockedSep 11, 2018FactForm 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, latest vintage.