The names on this page are hidden. Create a free account to reveal 5 records a month, or get Venture Capital Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.

Firms / B••••• G••••• M••••••••• L••

B••••• G••••• M••••••••• L••

Private equity with venture activity · probableHouston, TXb•••••••.comSEC registered investment adviser

registered adviser; venture funds are 0% of 14 private funds

Importance
16
moderate
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
97
high
Research priority
5
low
Identity and regulatory footprint
Headquarters
Houston, TXa•••••••••.s••.gov
Office address
••• Lockeda•••••••••.s••.gov
Business phone
••• Lockeda•••••••••.s••.gov
Website
b•••••••.com
SEC adviser type
registered investment advisera•••••••••.s••.gov
SEC exemption claimed
unknown
Latest Form ADV
Sep 10, 2024
Private funds reported
14 (0 venture capital funds)a•••••••••.s••.gov
Private fund gross assets
$226Ma•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$226Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
6
Owners on Schedule A
B••••• H•••••• U•• L•• (Owner), E; T•••••••• I••••••••• H•••••••• L•• (Managing Member), E
business phone
949-336-5630adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
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
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
3 current, 1 departed
J•••• Y•
Managing Partner · since Aug 1, 2022
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
H••••• Z•••
Member · since Dec 1, 2019
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J••• A•••••• L••••
Chief Compliance Officer · since Sep 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
1 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
0 disclosed
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
6 dated events
  1. Sep 15, 2023
  2. Sep 1, 2023
  3. Apr 1, 2023
  4. Aug 1, 2022
  5. Oct 18, 2021
  6. Dec 1, 2019
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 14 private funds
Evidence
27 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2021-10-18Sep 10, 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 filing2024-09-10Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone••• LockedSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees6Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersHouston, TXSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address••• LockedSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported14Sep 10, 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)$226MSep 10, 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)$226MSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website••• LockedSep 10, 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 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website statusunreachable
“home page did not answer with HTML”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)