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B••••••••• C•••••• M••••••••• L••

CandidateSEC-registered adviser· Miami, Florida

Candidate, based in Miami, Florida, reporting $346M of private fund gross assets across 2 funds.

Composed from this organization's classification, location and filed figures.

Fund gross assets
$346M
Form ADV, Schedule D
Investment team
1
Form ADV Schedule A and the firm's team page
FundsInvestmentsTeam (3)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

Nothing material in the last 180 days. No dated change on record yet.

Scores, classification basis and filing advisersCandidate, candidateShow
Importance
17
moderate
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
100
high
Research priority
5
low
CandidateSEC registered investment adviser

No sworn venture fact yet (name or round mention only)

Investments on record
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.
Investment team
3 current, 3 departed
Full team · 3 peoplewith contacts and sources
E•••• H••••
Director Of Research · since Apr 1, 2015
Principal
FactForm ADV
A•••• A•••••••
Cfo, Chief Compliance Officer · since May 1, 2023
Platform and operations
FactForm ADV
Founder or executive
FactForm ADV
3 departed (kept with end dates)
Co-investors
0 counted from shared deals, 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.
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.
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
climate, energy, space, defense, logistics, industrial
Stages
early
Geography
miami, new york
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 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
17 dated events
  1. May 8, 2023
    ••• Locked
    Person leftPeopleInferenceM•••• M•••••••Form ADV
  2. May 1, 2023
    ••• Locked
    Person joinedPeopleFactA•••• A•••••••Form ADV
  3. Mar 30, 2021
    ••• Locked
    Person leftPeopleInferenceA•••• A•••••••Form ADV
  4. Feb 1, 2021
    ••• Locked
    Person joinedPeopleFactM•••• M•••••••Form ADV
  5. Jan 1, 2016
    ••• Locked
    Person joinedPeopleFactE•••• H••••Form ADV
Full timeline · 17 eventsnewest first; portfolio-page removals last
  1. May 8, 2023
    ••• Locked
    Person leftPeopleInferenceM•••• M•••••••Form ADV
  2. May 1, 2023
    ••• Locked
    Person joinedPeopleFactA•••• A•••••••Form ADV
  3. Mar 30, 2021
    ••• Locked
    Person leftPeopleInferenceA•••• A•••••••Form ADV
  4. Feb 1, 2021
    ••• Locked
    Person joinedPeopleFactM•••• M•••••••Form ADV
  5. Jan 1, 2016
    ••• Locked
    Person joinedPeopleFactE•••• H••••Form ADV
  6. Feb 25, 2015
    ••• Locked
    Fund no longer reportedFundsInferenceB••••••••• V••••••• I••• L••Form ADV
  7. Feb 25, 2015
    ••• Locked
    Fund no longer reportedFundsInferenceB••••••••• V••••••• I••• L••Form ADV
  8. Feb 25, 2015
    ••• Locked
    Fund no longer reportedFundsInferenceB••••••••• V••••••• I• L••Form ADV
  9. Feb 25, 2015
    ••• Locked
    Fund no longer reportedFundsInferenceA•••••• V••••••• I•• L••Form ADV
  10. Feb 25, 2015
    ••• Locked
    Fund no longer reportedFundsInferenceB••••••••• V••••••• I••Form ADV
  11. Feb 25, 2015
    ••• Locked
    Person leftPeopleInferenceI•• E••••• B•••• S••••Form ADV
  12. Mar 10, 2014
    ••• Locked
    Fund first reported on Form ADVFundsFactB••••••••• V••••••• I••• L••Form ADV
  13. Mar 22, 2012
    ••• Locked
    Fund first reported on Form ADVFundsFactB••••••••• V••••••• I••• L••Form ADV
  14. Mar 22, 2012
    ••• Locked
    Fund first reported on Form ADVFundsFactB••••••••• V••••••• I••Form ADV
  15. Mar 22, 2012
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
  16. Mar 22, 2012
    ••• Locked
    Fund first reported on Form ADVFundsFactA•••••• V••••••• I•• L••Form ADV
  17. Mar 22, 2012
    ••• Locked
    Fund first reported on Form ADVFundsFactB••••••••• V••••••• I• L••Form ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 9, 2026 · 2 private fundsShow
Headquarters
Miami, FLadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
b•••••••••.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 9, 2026
Private funds reported
2 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$346Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$196Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
8
Classification history
Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Candidate (candidate, 50%)
    No sworn venture fact yet (name or round mention only)
Evidence
84 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeRegistered investment adviserMar 9, 2026FactForm ADV
SEC adviser typeRegistered investment adviserOct 15, 2024FactForm ADV
First Form ADV filing2012-03-22Mar 9, 2026FactForm ADV
First Form ADV filing2012-03-22Oct 15, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-09Mar 9, 2026FactForm ADV
Latest Form ADV filing2024-10-15Oct 15, 2024FactForm ADV
Venture share of reported funds1Mar 9, 2026FactForm ADV
Venture share of reported funds1Oct 15, 2024FactForm ADV
Business phone••• LockedOct 15, 2024FactForm ADV
Contact page url••• Locked
“••• Locked”
Sep 23, 2026FactFirm website
Contact page url••• Locked
“••• Locked”
Sep 22, 2026FactFirm website
Contact page url••• Locked
“••• Locked”
Sep 21, 2026FactFirm website
Contact page url••• Locked
“••• Locked”
Sep 20, 2026FactFirm website
Contact page url••• Locked
“••• Locked”
Sep 19, 2026FactFirm website
Contact page url••• Locked
“••• Locked”
Sep 17, 2026FactFirm website
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Employees8Oct 15, 2024FactForm ADV
HeadquartersMiami, FLOct 15, 2024FactForm ADV
Office address••• LockedOct 15, 2024FactForm ADV
Private funds reported2Mar 9, 2026FactForm ADV
Private funds reported2Oct 15, 2024FactForm ADV
Private fund gross assets (reported)$346MMar 9, 2026FactForm ADV
Private fund gross assets (reported)$196MOct 15, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$196MOct 15, 2024FactForm ADV
Stated geographymiami,new york
“geography words on the home page”
Sep 23, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 22, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 21, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 20, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 19, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 18, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 17, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 16, 2026FactFirm website
Stated geographymiami,new york
“geography words on the home page”
Sep 14, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 23, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 22, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 21, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 20, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 19, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 18, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 17, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 16, 2026FactFirm website
Stated sectorsclimate,energy,space,defense,logistics,industrial
“sector words on the home page”
Sep 14, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 23, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 22, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 21, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 20, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 19, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 18, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 17, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 16, 2026FactFirm website
Stated stagesearly
“stage words on the home page”
Sep 14, 2026FactFirm website
Venture funds reported0Mar 9, 2026FactForm ADV
Venture funds reported0Oct 15, 2024FactForm ADV
Website••• LockedOct 15, 2024FactForm ADV
Site title••• Locked
“••• Locked”
Sep 23, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 22, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 21, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 20, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 19, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 18, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 17, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 14, 2026FactFirm website

Not yet on record: new companies, 12 mo, latest vintage.