Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Stifel, Nicolaus & Company, Incorporated

Stifel, Nicolaus & Company, Incorporated

Corporate venture · probableSt Louis, MOstifel.comSEC registered investment adviserone firm, 3 filing advisers

This firm files as 3 advisers on stifel.com: Thomas Weisel Capital Management LLC, Thomas Weisel Global Growth Partners LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

Stifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.

corporate parent: Stifel Financial Corp

Importance
4
low
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
1
low
Identity and regulatory footprint
Headquarters
St Louis, MOadviserinfo.sec.gov
Office address
501 N BROADWAY, St Louis, MO, 63102adviserinfo.sec.gov
Business phone
314-342-2000adviserinfo.sec.gov
Website
HTTP://WWW.STIFEL.COM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Aug 31, 2026
Private funds reported
22 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$367Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$198Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
6,478
Owners on Schedule A
Stifel Financial Corp (Shareholder), E
business phone
314-342-2000adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
climate, cybersecurity
Stages
not stated or not yet read
Geography
canada, europe, global, uk, united states
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
1 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Stifel Access (law Finance Group)lpFund2022 adv first reportedActive deployment$4.6M
Nov 21, 2024
27unknownunknown
GAV 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.
Investment team
13 current, 21 departed
Ronald James Kruszewski
President, Chief Executive Office & Chairman Of The Board · since Aug 1, 2002
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adam Scott Melinger
Rosfp - Pcg · since Aug 1, 2019
Other
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Patrick Rodgers Brooks
Rosfp - Capital Markets · since May 1, 2009
Other
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Charles Edward Dodson
Cco Advisory Services · since Jan 1, 2022
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Douglas Wayne Noll
Principal Operations Officer · since Jun 1, 1995
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Geoffrey Clyde Jr Bright
Chief Compliance Officer - Private Client Group · since Feb 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Gina Elizabeth Hyde
Chief Compliance Officer - Capital Markets · since Aug 1, 2016
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Mark Fisher
General Counsel, Secretary · since Jun 1, 2014
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Paul Joseph Ayd
Chief Compliance Officer - Capital Markets · since May 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)
David Dean Sliney
Senior Vice President & Director · since Jul 1, 2020
Principal
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Frederick Richard Schrick
Principal Financial Officer · since Aug 1, 2017
Principal
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
James Mark Zemlyak
Executive Vice President & Director · since Aug 1, 2002
Principal
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Victor John Nesi
Executive Vice President & Director · since Jun 1, 2018
Principal
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
21 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
1 disclosed
Timeline
41 dated events
  1. Mar 31, 2026
    OPERF reports Thomas Weisel Capital Partners: $100,000,000 committed, vintage 1999, net IRR -9.8%, 0.59x
    LP commitment disclosedLPsFactOregon Public Employees Retirement FundPublic pension and endowment private-markets disclosures (CalPERS, CalSTRS, WSIB, NYSCRF, Texas TRS, UTIMCO ...)
  2. Feb 15, 2024
    Franklin Seaton Jr Bennett (Chief Compliance Officer - Private Client Group) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceFranklin Seaton Jr BennettSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Feb 1, 2024
    Geoffrey Clyde Jr Bright joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Chief Compliance Officer - Private Client Group
    Person joinedPeopleFactGeoffrey Clyde Jr BrightSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Apr 18, 2023
    Garry Joseph Stegeland (Chief Compliance Officer - Stifel Financial) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceGarry Joseph StegelandSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 31, 2022
    Stifel Access (law Finance Group)lp first reported on Form ADV by Stifel, Nicolaus & Company, Incorporated (Private Equity Fund), GAV $4,768,750
    Fund first reported on Form ADVFundsFactStifel Access (law Finance Group)lpSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Jan 18, 2022
    Libby Ellen Liebig (Cco-Advisory Services (Interim)) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceLibby Ellen LiebigSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Jan 1, 2022
    Charles Edward Dodson joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Cco Advisory Services
    Person joinedPeopleFactCharles Edward DodsonSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Sep 27, 2021
    Rita Stephanie Kazembe (Cco Advisory Services) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceRita Stephanie KazembeSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Sep 1, 2021
    Libby Ellen Liebig joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Cco-Advisory Services (Interim)
    Person joinedPeopleFactLibby Ellen LiebigSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Sep 1, 2021
    Franklin Seaton Jr Bennett joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Chief Compliance Officer - Private Client Group
    Person joinedPeopleFactFranklin Seaton Jr BennettSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Jul 19, 2021
    John Gerald Olsen (Chief Compliance Officer - Private Client Group) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceJohn Gerald OlsenSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Jul 1, 2020
    David Dean Sliney joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Senior Vice President & Director
    Person joinedPeopleFactDavid Dean SlineySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Aug 30, 2019
    Matthew Richard Wischmeier (Rosfp - Pcg) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceMatt Richard WischmeierSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Aug 1, 2019
    Adam Scott Melinger joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Rosfp - Pcg
    Person joinedPeopleFactAdam Scott MelingerSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Aug 3, 2018
    Allen Cor Brautigam (Sr. V.P., Director Of Branches) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceAllen Cor BrautigamSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Aug 3, 2018
    Richard Jay Himelfarb (Director) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceRichard Jay HimelfarbSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Aug 3, 2018
    Michael Francis Imhoff (Director) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceMichael Francis ImhoffSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Aug 3, 2018
    Thomas Richard IV Kendrick (Director) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceThomas Richard IV KendrickSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Aug 3, 2018
    David Dean Sliney (Director) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceDavid Dean SlineySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Aug 3, 2018
    Hugo John III Warns (Director) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceHugo John III WarnsSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Jun 1, 2018
    Victor John Nesi joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Director
    Person joinedPeopleFactVictor John NesiSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Sep 29, 2017
    Thomas P Mulroy (Director) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceThomas P MulroySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Sep 11, 2017
    Stephen John Bushmann (Chief Financial Officer) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceStephen John BushmannSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Aug 1, 2017
    Frederick Richard Schrick joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Chief Financial Officer
    Person joinedPeopleFactFrederick Richard SchrickSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  25. Jan 10, 2017
    David Michael Minnick (Co-Genl. Counsel, Senior Vice President & Corporate Secretary) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceDavid Michael MinnickSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  26. Aug 2, 2016
    Timothy Owen Mcgurkin (Rosfp) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceTimothy Owen McgurkinSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  27. Aug 1, 2016
    Gina Elizabeth Hyde joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Cco Of Equity Capital Markets
    Person joinedPeopleFactGina Elizabeth HydeSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  28. Feb 5, 2016
    James Joseph III Schlafly (Senior Vice President/Director) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceJames Joseph III SchlaflySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  29. Oct 30, 2015
    Janelle Andrea Conley (Rosfp) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceJanelle Andrea ConleySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  30. Oct 1, 2015
    Timothy Owen Mcgurkin joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Rosfp
    Person joinedPeopleFactTimothy Owen McgurkinSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  31. Jul 1, 2015
    Garry Joseph Stegeland joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Chief Compliance Officer
    Person joinedPeopleFactGarry Joseph StegelandSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  32. Jun 25, 2015
    Stephen Chad Estep (Chief Compliance Officer) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceStephen Chad EstepSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  33. Jun 25, 2015
    Nancy Ann Penwell (First Vice President/Rosfp) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceNancy Ann PenwellSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  34. May 1, 2015
    John Gerald Olsen joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Co-Chief Compliance Officer
    Person joinedPeopleFactJohn Gerald OlsenSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  35. May 1, 2015
    Matt Richard Wischmeier joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Rosfp
    Person joinedPeopleFactMatt Richard WischmeierSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  36. May 1, 2015
    Paul Joseph Ayd joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Co-Chief Compliance Officer
    Person joinedPeopleFactPaul Joseph AydSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  37. Jun 1, 2014
    Mark Fisher joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Co-General Counsel
    Person joinedPeopleFactMark FisherSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  38. Mar 18, 2014
    Bernard Neal Burkemper (Vice President/Cfo) no longer on Schedule A of Stifel, Nicolaus & Company, Incorporated
    Person leftPeopleInferenceBernard Neal BurkemperSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  39. Mar 1, 2014
    Stephen John Bushmann joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Chief Financial Officer
    Person joinedPeopleFactStephen John BushmannSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  40. Dec 13, 2011
    Stifel, Nicolaus & Company, Incorporated first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  41. May 1, 2009
    Patrick Rodgers Brooks joined Schedule A of Stifel, Nicolaus & Company, Incorporated as Rosfp - Capital Markets
    Person joinedPeopleFactPatrick Rodgers BrooksSEC 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
    Corporate venture (probable, 80%, cls-1)
    corporate parent: Stifel Financial Corp
Evidence
319 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserNov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2011-12-13Nov 21, 2024FactSEC 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 filing2026-08-31Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-11-21Nov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective1975-05-07Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Nov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone314-342-2000Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone314-342-2000Nov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://www.stifel.com/contact-us
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionStifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees6,478Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees6,534Nov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSt Louis, MOAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersSt Louis, MONov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address501 N BROADWAY, St Louis, MO, 63102Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address501 N BROADWAY, St Louis, MO, 63102Nov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formCorporationAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported21Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported22Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported23Nov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$367MAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$267MNov 21, 2024FactSEC 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)$198BAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$149BNov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographycanada,europe,global,uk,united states
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsclimate,cybersecurity
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported1Nov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.STIFEL.COM
“re-picked from Schedule D 1.I by name”
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://www.thumbcoastfinancial.comAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
WebsiteHTTP://WWW.STIFEL.COMNov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://www.kbw.comNov 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website statusunreachable
“home page did not answer with HTML”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleStifel
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)