DFX Intelligence
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B•••• V•••••• M•••••••••
Seed fund managerSEC exempt reporting adviserClassification probable· Wakefield, Massachusetts
Seed fund manager, based in Wakefield, Massachusetts, reporting $42.0M of private fund gross assets across 3 funds.
Composed from this organization's classification, location and filed figures.
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
- Fund gross assets
- $42.0M
- New companies, 12 mo
- None
- Investment team
- 1
- Latest vintage
- 2017
Form ADV, Schedule D
Portfolio pages, financing announcements and Form D
Form ADV Schedule A and the firm's team page
Form ADV and Form D
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
Why this matters
- Contact points 1
Scores, classification basis and filing advisersSeed fund manager, probableShowHide
Importance
19
moderate
Active deployment
0
low
Emerging
0
low
Completeness
69
high
Freshness
97
high
Research priority
3
low
Seed fund manager · probableSEC exempt reporting adviser
Seed vehicles 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 recordWhat these amounts mean“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.
5 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| M••••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| M•••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| R••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| S•••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| B••••••• A• M••••• L••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 14, 2026 | Fact Firm website |
Investment teamHow the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.
2 current, 3 departed
- Principal
- Chief Compliance Officer And Director Of Finance & Operations
Full team · 2 peoplewith contacts and sources
W••••• B•••••••
PrincipalPrincipal · since Dec 1, 2004
FactForm ADV
J••••••• M•••• M••••
Platform and operationsChief Compliance Officer And Director Of Finance & Operations · since Jan 1, 2015
FactForm ADV
3 departed (kept with end dates)
- P•••• J• D•••••• · Chief Compliance Officer And Chief Financial Officer · Dec 1, 2011 to Jun 15, 2017 Inference
- E••••• C••• W••••••• · Principal · Dec 1, 1999 to Mar 31, 2020 Inference
- F••••••• H••••• M••••• · Principal · Jul 1, 1998 to Mar 31, 2021 Inference
Co-investors
3 counted from shared deals, for the whole firm
- 2026-09-161 shared deal · one time
- 2026-09-161 shared deal · one time
- 2026-09-161 shared deal · one time
Funds and vehiclesWhat these amounts meanGAV 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.
1 reported, 2 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| B•••• V•••••• F••• I••• L• | SPV or co-invest vehicle · ADV: Other Private Fund | 2017 adv first reported | Harvest | $38.4M May 24, 2023 | 2 | unknown | unknown |
| B•••• V•••••• F•••• L• | Fund | 2017 adv first reported | Wound down | $299,700 Jul 13, 2017 | 63 | unknown | unknown |
| B•••• C••••••••• T••••••••• L• | SPV or co-invest vehicle | 2017 adv first reported | Wound down | $0 May 11, 2017 | 18 | unknown | unknown |
Stated thesis versus observed behaviour
5 observed deals
Stated (the firm’s website)
- Sectors
- healthcare
- Stages
- not stated or not yet read
- Geography
- chicago, global
- 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
unknown 100%
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
13 dated events, 1 of them portfolio-page removals, listed last
- Mar 31, 2021••• Locked
- Mar 31, 2020••• Locked
- Apr 2, 2018••• Locked
- Jun 15, 2017••• Locked
- May 16, 2017••• Locked
Full timeline · 13 eventsnewest first; portfolio-page removals last
- Mar 31, 2021••• Locked
- Mar 31, 2020••• Locked
- Apr 2, 2018••• Locked
- Jun 15, 2017••• Locked
- May 16, 2017••• Locked
- May 11, 2017••• Locked
- May 11, 2017••• Locked
- May 11, 2017••• Locked
- May 11, 2017••• Locked
- May 11, 2017••• Locked
- Jan 1, 2015••• Locked
- Mar 30, 2012••• Locked
- Sep 16, 2026••• Locked
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed May 24, 2023 · 3 private fundsShowHide
Website description: ••• Locked
- Headquarters
- Wakefield, MAadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- b•••••••••.com
- SEC adviser type
- Exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- May 24, 2023
- Private funds reported
- 3 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $42.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Every classification this record has carried1 on recordShowHide
- Sep 12, 2026Seed fund manager (probable, 80%)Seed vehicles only
Evidence
38 observations from 2 sources
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Exempt reporting adviser | May 24, 2023 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | May 24, 2023 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2023-05-24 | May 24, 2023 | Fact | Form ADV |
| Venture share of reported funds | 1 | May 24, 2023 | Fact | Form ADV |
| Business phone | ••• Locked | May 24, 2023 | Fact | Form ADV |
| Contact page url | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Description | ••• Locked “••• Locked” | Sep 14, 2026 | Fact | Firm website |
| Headquarters | Wakefield, MA | May 24, 2023 | Fact | Form ADV |
| Office address | ••• Locked | May 24, 2023 | Fact | Form ADV |
| Legal form | Corporation | May 24, 2023 | Fact | Form ADV |
| Portfolio page | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Portfolio page | ••• Locked “••• Locked” | Sep 14, 2026 | Fact | Firm website |
| Private funds reported | 3 | May 24, 2023 | Fact | Form ADV |
| Private fund gross assets (reported) | $42.0M | May 24, 2023 | Fact | Form ADV |
| Stated geography | chicago,global “geography words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated geography | chicago,global “geography words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Stated sectors | healthcare “sector words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated sectors | healthcare “sector words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Venture funds reported | 2 | May 24, 2023 | Fact | Form ADV |
| Website | ••• Locked | May 24, 2023 | Fact | Form ADV |
| Site title | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 14, 2026 | Fact | Firm website |