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Firms / J• I••••••••• M••••••••• L••

J• I••••••••• M••••••••• L••

Private equity with venture activity · probableUSSEC registered investment adviser

registered adviser; venture funds are 0% of 2 private funds

Importance
18
moderate
Active deployment
0
low
Emerging
0
low
Completeness
25
moderate
Freshness
95
high
Research priority
7
low
Identity and regulatory footprint
Headquarters
unknown
Office address
unknown
Business phone
484-928-1645adviserinfo.sec.gov
Website
unknown
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 16, 2017
Private funds reported
2 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$465Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$232Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
3
business phone
484-928-1645adviserinfo.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
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
3 current, 1 departed
B•••• J••••• R••••
Member, President, Chief Investment Officer · since Jul 1, 2005
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
A•••••••• T••••• B••••••
Chief Operating Officer · since Oct 1, 2015
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
S••••• J••• G••••••••
Chief Compliance Officer · since Jun 1, 2017
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
1 departed (kept with end dates)
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
5 dated events
  1. Jun 16, 2017
    J•••• M•••••• E••••• (Chief Compliance Officer) no longer on Schedule A of J• I••••••••• M••••••••• L••
    Person leftPeopleInferenceJ•••• M•••••• E•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jun 1, 2017
    S••••• J••• G•••••••• joined Schedule A of J• I••••••••• M••••••••• L•• as Chief Compliance Officer
    Person joinedPeopleFactS••••• J••• G••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Oct 1, 2015
    A•••••••• T••••• B•••••• joined Schedule A of J• I••••••••• M••••••••• L•• as Chief Operating Officer
    Person joinedPeopleFactA•••••••• T••••• B••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Oct 1, 2015
    J•••• M•••••• E••••• joined Schedule A of J• I••••••••• M••••••••• L•• as Chief Compliance Officer
    Person joinedPeopleFactJ•••• M•••••• E•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 11, 2014
    J• I••••••••• 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 2 private funds
Evidence
19 observations from 1 source
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserJun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2014-03-11Jun 16, 2017FactSEC 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 filing2017-06-16Jun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Jun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone484-928-1645Jun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees3Jun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported2Jun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$465MJun 16, 2017FactSEC 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)$232MJun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Jun 16, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)