Perceptive Advisors
Private equity with venture activity, based in New York, New York, reporting $714M of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
2 additional team members, 16 additional co-investors and affiliates, 5 additional investments, funds and LPs, 3 verified contacts (1 general firm email, 1 published business email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 3 companiesnew in 12 months
3 new companies in the last 12 months.
A firm writing cheques this quarter is one a founder can pitch now.
- 1 companyportfolio raising
One portfolio company has new financing on record in 6 months without this firm named on the round; the latest on 10 Aug 2026 ($65.5M sold on Form D).
A portfolio company raising again is a follow-on decision for the firm and a co-investment opening for others.
- 1 departurepeople, 12 months
A team member departed 80 days ago.
A partner leaving or arriving changes who decides, and who a founder or LP should call.
InferenceIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)For Founders, LPs, recruitersTeam → - 3 of 3enter at Series B+
Enters mostly at Series B or later: 3 of 3 first entries on record.
rounds to 3 Sep 2026 · Tells a founder whether their round is one this firm writes.
People to know
View all people- Chief Investment OfficerWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- Chief Executive Officer And Portfolio ManagerWhy: Runs the firm (chief executive or president)No route on file yet
Relationship network
33 connected entities3 observed rounds
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 Perceptive Advisors: 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 Perceptive Advisors
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
8 companies on record, 3 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 |
|---|---|---|---|---|---|---|---|
| Escient Pharmaceuticals | portfolio listing | unknown | unknown | unknown | unknown | Sep 20, 2026 | Fact Company website |
| Case Study Brands | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Perceptive Credit Opportunities Fund | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- Sectors
- enterprise software, healthcare, biotech, medtech
- Stages
- not stated or not yet read
- Geography
- canada, global, japan, new york
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- venture capital
Team
6 current, 1 departed
Decision makers
- Adam Leo Stone · Chief Investment OfficerWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility; Joined in Dec 2025
- Joseph Eric Edelman · Chief Executive Officer And Portfolio ManagerWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
Who else at this firm · 1 person, grouped by function
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. 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.- Chief Investment Officer
- Chief Executive Officer And Portfolio Manager
- Chief Compliance Officer
1 departed (kept with end dates)
- Peter William Fierro · Chief Financial Officer · Jul 1, 2007 to Jul 13, 2026 Fact
Contacts
1 general firm email, 1 published business email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
2 vehicles, 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 |
|---|---|---|---|---|---|---|---|
| Perceptive Xontogeny Venture Fund II, LP | Fund | 2018 form d first sale | Harvest | $500M Jul 13, 2026 | 181 | $169M of $200M | Nov 26, 2019 |
| Perceptive Xontogeny Venture Fund, LP | Fund | 2018 adv first reported | Harvest | $214M Jul 13, 2026 | 134 | 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.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Hillman Family Foundations | FOUNDATION | Perceptive Xontogeny Venture Fund II, LP | $3.7M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
Relationships across DFX
19 co-investors · on 5 other DFX graphs
Co-investors
- 2026-09-301 shared deal · one time
- 2026-09-201 shared deal · one time · they led 1
- 2026-09-201 shared deal · one time · they led 1
Across DFX and the capital chainon 5 other DFX graphs · 1 capital path ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Allocators, Independent Sponsors, Private Equity, RIA and Wealth, Private Credit, matched by identifier. See which records
Perceptive Advisors is the same institution as 5 records in Allocators, Independent Sponsors, Private Equity, RIA and Wealth and Private Credit.
DFX found 5 relationships across 5 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Perceptive Advisors sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Evidence and history
5 dated events, 87 observations from 4 sources
Timeline
- Jul 13, 2026Peter William Fierro (Chief Financial Officer) no longer on Schedule A of Perceptive Advisors
- Mar 30, 2021Perceptive Xontogeny Venture Fund II, LP first reported on Form ADV by Perceptive Advisors (Venture Capital Fund)
- Aug 30, 2018Perceptive Xontogeny Venture Fund, LP first reported on Form ADV by Perceptive Advisors (Private Equity Fund)
- Oct 1, 2017Alexander Rakitin joined Schedule A of Perceptive Advisors as Chief Compliance Officer
- Mar 30, 2012Perceptive Advisors first filed Form ADV (IA)
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jul 13, 2026 · 17 private fundsShowHide
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- PERCEPTIVELIFE.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 13, 2026
- Private funds reported
- 17 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $12Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $12Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 49
Classification history
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 7% of 17 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 7% of 20 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Jul 13, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jul 13, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jul 13, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Aug 8, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | Jul 13, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | Aug 8, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-07-13 | Jul 13, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-07-13 | Jul 13, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-08-08 | Aug 8, 2024 | Fact | Form ADV |
| SEC status | Approved | Jul 13, 2026 | Fact | Form ADV |
| SEC status effective | 2010-10-04 | Jul 13, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jul 13, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Aug 8, 2024 | Fact | Form ADV |
| Business phone | Jul 13, 2026 | Fact | Form ADV | |
| Business phone | Aug 8, 2024 | Fact | Form ADV | |
| Contact page url | Sep 16, 2026 | Fact | ||
| Employees | 49 | Jul 13, 2026 | Fact | Form ADV |
| Employees | 46 | Aug 8, 2024 | Fact | Form ADV |
| Headquarters | New York, NY | Jul 13, 2026 | Fact | Form ADV |
| Headquarters | New York, NY | Aug 8, 2024 | Fact | Form ADV |
| Office address | Jul 13, 2026 | Fact | Form ADV | |
| Office address | Aug 8, 2024 | Fact | Form ADV | |
| Self-described type | Venture capital “Venture Capital” | Sep 16, 2026 | Fact | |
| Self-described type | Venture capital “Venture Capital” | Sep 14, 2026 | Fact | |
| Legal form | Limited Liability Company | Jul 13, 2026 | Fact | Form ADV |
| Other funds reported | 4 | Jul 13, 2026 | Fact | Form ADV |
| PE funds reported | 5 | Jul 13, 2026 | Fact | Form ADV |
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 14, 2026 | Fact | ||
| Private funds reported | 17 | Jul 13, 2026 | Fact | Form ADV |
| Private funds reported | 17 | Jul 13, 2026 | Fact | Form ADV |
| Private funds reported | 20 | Aug 8, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $12B | Jul 13, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $12B | Jul 13, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $9.6B | Aug 8, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $12B | Jul 13, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $9.7B | Aug 8, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Jul 13, 2026 | Fact | Form ADV |
| Stated geography | Canada, global, japan, new york “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Canada, global, japan, new york “geography words on the home page” | Sep 14, 2026 | Fact | |
| Stated sectors | Enterprise software, healthcare, biotech, medtech “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | Enterprise software, healthcare, biotech, medtech “sector words on the home page” | Sep 14, 2026 | Fact | |
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 14, 2026 | Fact | ||
| Venture funds reported | 2 | Jul 13, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Jul 13, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Aug 8, 2024 | Fact | Form ADV |
| Website | Aug 8, 2024 | Fact | Form ADV | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 14, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Registered adviser; venture funds are 7% of 17 private funds
- importance
- gav: 0.56 · funds: 0.17 · people: 0.08 · investments: 0.34 · scale basis: Venture-typed funds only (Private equity with venture activity): 2 funds, $714M of $714M reported · co investors: 0.52
- active deployment
- investments 12m: 0.38 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: 2026-09-03
- emerging manager
- fund count: 2 · reported gav: $714M · 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.