Brook Venture Management
At Brook Venture, we actively lead corporate development by building and chairing effective boards and utilizing our network to the benefit of our portfolio.
In the firm's own words, from its website.
3 additional investments, funds and LPs, 7 events, 4 verified contacts (1 published business email, 1 firm phone, 1 direct business phone, 1 professional url)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- PrincipalWhy: Principal on the deal teamEmailPhoneProfile
Relationship network
14 connected entities1 observed round
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Brook Venture Management: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Brook Venture Management
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
6 companies on record, 0 new in 12 months
Investments on record
What 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.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Medicineontime | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Medicusit | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Rkdgroup | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- Sectors
- healthcare
- Stages
- not stated or not yet read
- Geography
- chicago, global
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
2 current, 3 departed
Decision makers
- Walter Beinecke · PrincipalWhy this person: Principal on the deal team; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01Business phone, LinkedIn or profile link and work email on file (their bio on the firm's website, firm website), confirmed 2026-10-01, confidence 90%
Who else at this firm · 1 person, grouped by function
- Jennifer Marie Mosto · Chief Compliance Officer And Director Of Finance & OperationsWhy this person: Chief Compliance Officer And Director Of Finance & Operations at the firm
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 1 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How 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.- Principal
- Chief Compliance Officer And Director Of Finance & Operations
3 departed (kept with end dates)
- Peter J. Dicarlo · Chief Compliance Officer And Chief Financial Officer · Dec 1, 2011 to Jun 15, 2017 Inference
- Edward Cary Williams · Principal · Dec 1, 1999 to Mar 31, 2020 Inference
- Frederic Halsey Morris · Principal · Jul 1, 1998 to Mar 31, 2021 Inference
Contacts
1 published business email, 1 firm phone, 1 direct business phone, 1 professional url on record, each with its source. Values open with the complete profile.
Funds and LPs
1 vehicle, 0 LPs disclosed
Funds and vehicles
What 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Brook Venture Fund Iia, LP | SPV or co-invest vehicle · ADV: Other Private Fund | 2017 adv first reported | Harvest | $38.4M May 24, 2023 | 2 | unknown | unknown |
| Brook Venture Fund, LP | Fund | 2017 adv first reported | Wound down | $299,700 Jul 13, 2017 | 63 | unknown | unknown |
| Brook Co-Investment Texterity, LP | SPV or co-invest vehicle | 2017 adv first reported | Wound down | $0 May 11, 2017 | 18 | unknown | unknown |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
3 co-investors
Co-investors
- 2026-09-301 shared deal · one time
- 2026-09-301 shared deal · one time
- 2026-09-161 shared deal · one time
Evidence and history
12 dated events, 38 observations from 2 sources
Timeline
- Mar 31, 2021Frederic Halsey Morris (Principal) no longer on Schedule A of Brook Venture Management
- Mar 31, 2020Edward Cary Williams (Principal) no longer on Schedule A of Brook Venture Management
- Apr 2, 2018Brook Venture Fund, LP no longer reported on Form ADV by Brook Venture Management
- Jun 15, 2017Peter J. Dicarlo (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Brook Venture Management
- May 16, 2017Brook Co-Investment Texterity, LP no longer reported on Form ADV by Brook Venture Management
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed May 24, 2023 · 3 private fundsShowHide
- Headquarters
- Wakefield, MAadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- BROOKVENTURE.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, adviser total
- $42.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Classification history
Every classification this record has carried1 on recordShowHide
- Sep 12, 2026Seed fund manager (probable, 80%)Seed vehicles only
Evidence
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 | May 24, 2023 | Fact | Form ADV | |
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 14, 2026 | Fact | ||
| Headquarters | Wakefield, MA | May 24, 2023 | Fact | Form ADV |
| Office address | May 24, 2023 | Fact | Form ADV | |
| Legal form | Corporation | May 24, 2023 | Fact | Form ADV |
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 14, 2026 | Fact | ||
| 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 | |
| Stated geography | Chicago, global “geography words on the home page” | Sep 14, 2026 | Fact | |
| Stated sectors | healthcare “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | healthcare “sector words on the home page” | Sep 14, 2026 | Fact | |
| Venture funds reported | 2 | May 24, 2023 | Fact | Form ADV |
| Website | May 24, 2023 | Fact | Form ADV | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 14, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersSeed fund manager, probableShowHide
Seed vehicles only
- importance
- gav: 0.19 · funds: 0.25 · people: 0.04 · investments: 0.29 · co investors: 0.19
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 3 · reported gav: $42.0M · first adv filing: 2012-03-30 · years since first filing: 14.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Adviser's first ADV filing2012-03-30source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.