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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L••

U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L••

Corporate ventureBeverly Hills, CASEC venture capital fund adviserone firm, 2 filing advisers

This firm files as 2 advisers on : U•• I••••••••• I••••••••• M••••••••• L••. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

corporate parent: Agent Intermediate, Inc.

Importance
10
low
Active deployment
0
low
Emerging
0
low
Completeness
31
moderate
Freshness
96
high
Research priority
4
low
Identity and regulatory footprint
Headquarters
Beverly Hills, CAadviserinfo.sec.gov
Office address
9336 CIVIC CENTER DRIVE, Beverly Hills, CA, 90210adviserinfo.sec.gov
Business phone
310-273-6700adviserinfo.sec.gov
Website
unknown
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
Feb 24, 2026
Private funds reported
5 (5 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$22.1Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
U••••• B••••••• L•• (Owner), C; A•••• H•••••• I••• (Owner), D; U••••• T••••• A••••• H•••••••• I••• (Owner), C; A•••• I••••••••• I••• (Owner), E; A•••• T••••• I••• (Owner), E; A•••• H•••••••• L• (Owner), E; E•• X• A•••• U•••• A••••••••• •••• L• (Owner), E; A•••• H••••••• G•• L•• (General Partner), F; E•• X• A•••• S••• C•• •••• S••• (Owner), E; E•• X• A•••• S••• C•• G•••••• •••• S••• (Owner), F; S•••• G••• (Owner), C; E•• X• ••••••• P••••••• S•• R••• (General Partner), F; E•• H••••••• S•• R••• (Owner), E; E•• T••••••• A• (Owner), E; E•• A• (Owner), E; E•• I• T•••••• G• L•• (General Partner), F; E•• F••• M••••••••• S•••••• (Owner), E; E•• X• S••• C•• G••• • C• K• (General Partner), F; E•• I••••••••• V••••••••• (Owner), E; U••••• T••••• A•••••• L•• (Managing Member), E
business phone
310-273-6700adviserinfo.sec.govpublished by the subject
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 n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
5 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
U•• V••••••• C•••••• P••••••• F••• V• L•Fund2021 form d first saleMature$10.4M
Mar 18, 2024
71$6.0M
of $6.0M
Dec 2, 2021
U•• V••••••• C•••••• P••••••• F••• I• L•Fund2021 form d first saleMature$4.4M
Mar 18, 2024
35$4.4M
of $4.4M
Mar 2, 2022
U•• V••••••• C•••••• P••••••• F••• I• L•Fund2021 form d first saleMature$3.8M
Mar 18, 2024
26$2.1M
of $2.5M
Mar 23, 2021
U•• V••••••• C•••••• P••••••• F••• I•• L•Fund2021 form d first saleMature$3.0M
Mar 18, 2024
33$3.0MDec 16, 2021
U•• V••••••• C•••••• P••••••• F••• I• L•SPV or co-invest vehicle · ADV: Other Private FundunknownUnknown$1.0M
Mar 18, 2024
20unknownunknown
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
0 current, 0 departed
No named professional yet. People arrive from Form ADV Schedule A (owners, officers, control persons) and the team page.
Investments on record
0 edges, 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.
Co-investors
0 relationships from shared deals, counted 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.
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
6 dated events
  1. Mar 29, 2022
    U•• V••••••• C•••••• P••••••• F••• I• L• first reported on Form ADV by U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L•• (Venture Capital Fund), GAV $3,817,495
  2. Mar 29, 2022
    U•• V••••••• C•••••• P••••••• F••• I•• L• first reported on Form ADV by U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L•• (Venture Capital Fund), GAV $3,000,000
  3. Mar 29, 2022
    U•• V••••••• C•••••• P••••••• F••• I• L• first reported on Form ADV by U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L•• (Venture Capital Fund), GAV $4,360,911
  4. Mar 29, 2022
    U•• V••••••• C•••••• P••••••• F••• V• L• first reported on Form ADV by U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L•• (Venture Capital Fund), GAV $6,000,000
  5. Jul 10, 2020
    U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L•• first filed Form ADV (ERA)
  6. Jul 10, 2020
    U•• V••••••• C•••••• P••••••• F••• I• L• first reported on Form ADV by U•• V••••••• C•••••• P••••••• I••••••••• M•••••• L•• (Other Private Fund), GAV $1,000,000
Classification history
  1. Sep 12, 2026
    Corporate venture (confirmed, 95%, cls-1)
    corporate parent: A•••• I••••••••• I•••
Evidence
32 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_exemption,vc_funds_reportedFeb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserFeb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserFeb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2020-07-10Mar 18, 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 filing2026-02-24Feb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-03-18Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusERA - ActiveFeb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2020-07-10Feb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone310-273-6700Feb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone310-273-6700Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersBeverly Hills, CAFeb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersBeverly Hills, CAMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address9336 CIVIC CENTER DRIVE, Beverly Hills, CA, 90210Feb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address9336 CIVIC CENTER DRIVE, Beverly Hills, CA, 90210Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyFeb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported5Feb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported5Mar 18, 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)$22.1MFeb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$22.6MMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported5Feb 24, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported4Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)