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.

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Firms / A•••••• P••••••• M••••••••• L•

A•••••• P••••••• M••••••••• L•

Private equity with venture activity · probableDallas, TXSEC registered investment adviser

registered adviser; venture funds are 0% of 4 private funds

Importance
29
moderate
Active deployment
0
low
Emerging
0
low
Completeness
25
moderate
Freshness
97
high
Research priority
11
low
Identity and regulatory footprint
Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
2828 N. HARWOOD ST., SUITE 1220, Dallas, TX, 75201adviserinfo.sec.gov
Business phone
214-550-1822adviserinfo.sec.gov
Website
unknown
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 28, 2024
Private funds reported
4 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$5.3Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$5.3Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
23
Owners on Schedule A
A•••••• P••••••• M••••••••• ••• L•• (General Partner), NA; W••••• A•••••• T•••• (Limited Partner), B; G•••••• A•••••• T•••• (Limited Partner), B
business phone
214-550-1822adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 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
series d plus 100%
Stage at first entry
series d plus 100%
Sectors
unknown 100%
lead rate 0%follow-on rate 0%new logos, 12 months 0
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.
Investment team
5 current, 0 departed
D•••• R•• W•••••
Trustee · since Oct 1, 2019
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
A••••• C••• W•• S•
General Counsel · since May 1, 2021
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
D••••• D•• R•••••••
Chief Compliance Officer · since Jul 1, 2022
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J•••• A•••• G••••
Chief Financial Officer · since Apr 1, 2019
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
A••••••Series F · Series D+participantunknown$260MunknownJun 21, 2023Fact 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
4 relationships from shared deals, counted for the whole firm
Fidelity Management 1 shared · one timeLightspeed Venture Partners 1 shared · one timeResearch Company 1 shared · one timeOMERS Growth Equity 1 shared · one time
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
3 dated events
  1. Jul 1, 2022
    D••••• D•• R••••••• joined Schedule A of A•••••• P••••••• M••••••••• L• as Chief Compliance Officer
    Person joinedPeopleFactD••••• D•• R•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. May 1, 2021
    A••••• C••• W•• S• joined Schedule A of A•••••• P••••••• M••••••••• L• as General Counsel
    Person joinedPeopleFactA••••• C••• W•• S•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Oct 7, 2019
    A•••••• P••••••• M••••••••• L• first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 4 private funds
Evidence
22 observations from 1 source
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2019-10-07Mar 28, 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 filing2024-03-28Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone214-550-1822Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees23Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersDallas, TXMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address2828 N. HARWOOD ST., SUITE 1220, Dallas, TX, 75201Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported4Mar 28, 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)$5.3BMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$5.3BMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)