DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Venture Capital Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.
Firms / S•••• B••••••••• M••••••••• L••
S•••• B••••••••• M••••••••• L••
••• Locked
venture manager, reported GAV $165M across 12 vehicles
Importance
41
elevated
Active deployment
55
elevated
Emerging
0
low
Completeness
75
high
Freshness
98
high
Research priority
19
moderate
Identity and regulatory footprint
- Headquarters
- Chattanooga, TNadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- s•••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 30, 2026
- Private funds reported
- 12 (12 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $165Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $165Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 6
- Owners on Schedule A
- R•••• B••••••• L•• (Member), NA
- business phone
- 423-243-3460adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
30 observed deals
Stated (the firm’s website)
- Sectors
- healthcare, biotech, medtech, space
- Stages
- early
- Geography
- tennessee, usa, worldwide
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 93%Biotechnology 3%Other Health Care 3%
lead rate n/afollow-on rate n/anew logos, 12 months 30
Funds and vehicles
12 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| S•••• I••••••••• S•••••• L•• | SPV or co-invest vehicle | 2024 form d first sale | Early deployment | $1.5M Sep 12, 2026 | 24 | $1.4M | Jan 16, 2025 |
| S•••• T••••• S•••••• L•• | SPV or co-invest vehicle | 2024 form d first sale | Newly closed | $567,443 Sep 12, 2026 | 64 | $13.3M | Jan 16, 2025 |
| S•••• B•••••• H•••••••• L•• | Fund | 2023 form d first sale | Active deployment | $9.0M Sep 12, 2026 | 63 | $9.0M | Jul 30, 2024 |
| S•••• S•••••• S••••••• L•• | SPV or co-invest vehicle | 2023 form d first sale | Active deployment | $5.3M Sep 12, 2026 | 35 | $7.5M | Jul 30, 2024 |
| S•••• B••••••••• E••••••• H••••••••• F•••• L• | Fund | 2022 form d first sale | Active deployment | $48.6M Sep 12, 2026 | 55 | $35.1M | May 21, 2024 |
| S•••• V•••••• S••••••• L•• | SPV or co-invest vehicle | 2022 form d first sale | Active deployment | $12.0M Sep 12, 2026 | 72 | $5.6M | Jul 30, 2024 |
| S•••• F•••••• S••••••• L•• | SPV or co-invest vehicle | 2021 form d first sale | Mature | $31.0M Sep 12, 2026 | 78 | $9.0M | Jul 30, 2024 |
| S•••• C••••• S••••••• L•• | SPV or co-invest vehicle | 2021 form d first sale | Mature | $3.5M Sep 12, 2026 | 35 | $6.9M | Jul 30, 2024 |
| S•••• B••••••••• F••• I•• L• | Fund | 2020 form d first sale | Mature | $28.7M Sep 12, 2026 | 88 | $35.1M | Jul 5, 2022 |
| S•••• M•••••••• G•••• J• | Fund | unknown | Unknown | $12.3M Sep 12, 2026 | 9 | unknown | unknown |
| S•••• B••••••••• F••• I• L• | Fund | unknown | Unknown | $10.6M Sep 12, 2026 | 58 | unknown | unknown |
| S•••• A••••• B• S•••••• | SPV or co-invest vehicle | unknown | Unknown | $1.8M Sep 12, 2026 | 29 | unknown | unknown |
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
5 current, 0 departed
C•••••• D•••• A••••
PartnerM•••••• · since Mar 1, 2020
D•••• A••• B•••••
PartnerM•••••• · since Aug 1, 2023
M••• D•••• H••••••
PartnerM•••••• · since Mar 1, 2020
M•••••• F•••••• H•••
PartnerMember · since Mar 1, 2020
K•••• A•• W•••••••
Platform and operationsChief Compliance Officer · since Oct 1, 2025
Investments on record
30 edges, 30 companies, 0 partner-attributed
“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
T•• 1 shared · one time · they led 1A••• V•••••• P••••••• 1 shared · one timeS•• P••••••• 1 shared · one timeV••••••••• F•••• 1 shared · one timeM••••• • C•• G••••• I••••••••• I••• 1 shared · one timeA•••••••• V••••••• 1 shared · one timeS••••• 1 shared · one timeI••••• M••••••• I••• 1 shared · one timeC••••• C•••••• P••••••• F••• M•••••• L•• 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
19 dated events
- Sep 16, 2026O••••••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceO•••••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026B••••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceB•••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026L•••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceL••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026S••••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceS•••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026A•••••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceA••••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026R•••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceR••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026P••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceP•••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026N•••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceN••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026C••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceC•••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026T••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceT•••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026D••••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceD•••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026C•••••• I••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceC•••••• I•••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026A••••••••• no longer listed on S•••• B••••••••• M••••••••• L••'s portfolio pageRemoved from portfolio pagePortfolioInferenceA•••••••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Sep 12, 2026S•••• M•••••••• G•••• J• first reported on Form ADV by S•••• B••••••••• M••••••••• L••, GAV $12,256,344Fund first reported on Form ADVFundsFactS•••• M•••••••• G•••• J•IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Sep 12, 2026S•••• B••••••••• F••• I•• L• first reported on Form ADV by S•••• B••••••••• M••••••••• L••, GAV $28,703,745Fund first reported on Form ADVFundsFactS•••• B••••••••• F••• I•• L•IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Sep 12, 2026S•••• B••••••••• F••• I• L• first reported on Form ADV by S•••• B••••••••• M••••••••• L••, GAV $10,642,863Fund first reported on Form ADVFundsFactS•••• B••••••••• F••• I• L•IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Sep 12, 2026S•••• B••••••••• E••••••• H••••••••• F•••• L• first reported on Form ADV by S•••• B••••••••• M••••••••• L••, GAV $48,641,749Fund first reported on Form ADVFundsFactS•••• B••••••••• E••••••• H••••••••• F•••• L•IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Sep 12, 2026S•••• A••••• B• S•••••• first reported on Form ADV by S•••• B••••••••• M••••••••• L••, GAV $1,846,665Fund first reported on Form ADVFundsFactS•••• A••••• B• S••••••IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Nov 19, 2025S•••• B••••••••• M••••••••• L•• appears on the SEC adviser roster (RIA)First SEC adviser filingOrganizationFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Classification history
- Sep 13, 2026Institutional venture firm (probable, 80%, cls-1)venture manager, reported GAV $165M across 12 vehicles
- Sep 12, 2026Institutional venture firm (probable, 70%, cls-1)venture manager with no reported fund assets yet (scale unknown)
Evidence
30 observations from 3 sources