DFX Intelligence
Venture Capital Intelligence
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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / O••• I••••••••• M••••••••• L••
O••• I••••••••• M••••••••• L••
O••• is an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. Craft investment plans and build custom funds.
corporate parent: O••• Investments, Inc.
Importance
9
low
Active deployment
25
moderate
Emerging
0
low
Completeness
50
elevated
Freshness
99
high
Research priority
9
low
Identity and regulatory footprint
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- 31 W 27TH STREET, SUITE 605, New York, NY, 10001adviserinfo.sec.gov
- Business phone
- 212-658-0382adviserinfo.sec.gov
- Website
- o•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 31, 2026
- Private funds reported
- 29 (3 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $384Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $929Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 14
- Owners on Schedule A
- 8•• F••• I••• L••• (Shareholder), C; O••• I••••••••• I••• (Owner), E
- business email
- optopr@optoinvest.comoptoinvest.compublished by the subject
- business email
- partner@optoinvest.comoptoinvest.compublished by the subject
- business phone
- 212-658-0382adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, media
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- venture capital
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
2 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| O••• A••••••••• I••••••••• E•••• S•••• V•••••• F••• L• | Fund | 2024 form d first sale | Early deployment | $20.2M Dec 6, 2024 | 52 | $6.8M | Jan 12, 2024 |
| L•• M•••• M•••••• V• F•••• L•• | Fund | 2022 form d first sale | Active deployment | $17.9M Dec 6, 2024 | 9 | $750,000 | Aug 9, 2023 |
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
3 current, 2 departed
M•••••• D•••• M•••••
Founder or executivePresident · since Mar 1, 2021
A••••• I•••• R•••••
Platform and operationsHead Of Legal Of O••• Investments Inc. · since Dec 1, 2024
S••••••• H•••••••• A•••••
Platform and operationsChief Compliance Officer · since Jun 1, 2022
2 departed (kept with end dates)
- K•••• •••• J••••••• · Executive Vice President And General Counsel · Mar 1, 2021 to Dec 6, 2024 Inference
- P•••• P• G••••••• · Chief Compliance Officer · Mar 1, 2022 to Jun 21, 2022 Inference
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
7 dated events
- Dec 6, 2024K•••• •••• J••••••• (Executive Vice President And General Counsel) no longer on Schedule A of O••• I••••••••• M••••••••• L••
- Dec 1, 2024A••••• I•••• R••••• joined Schedule A of O••• I••••••••• M••••••••• L•• as Head Of Legal Of O••• Investments Inc.
- Jun 10, 2024O••• A••••••••• I••••••••• E•••• S•••• V•••••• F••• L• first reported on Form ADV by Lonsdale Investment Management, LLC (Venture Capital Fund), GAV $8,476,000Fund first reported on Form ADVFundsFactO••• A••••••••• I••••••••• E•••• S•••• V•••••• F••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Aug 16, 2022L•• M•••• M•••••• V• F•••• L•• first reported on Form ADV by Lonsdale Investment Management, LLC (Venture Capital Fund), GAV $19,001,000Fund first reported on Form ADVFundsFactL•• M•••• M•••••• V• F•••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 21, 2022P•••• P• G••••••• (Chief Compliance Officer) no longer on Schedule A of Lonsdale Investment Management, LLC
- Jun 1, 2022S••••••• H•••••••• A••••• joined Schedule A of Lonsdale Investment Management, LLC as Chief Compliance Officer
- Mar 19, 2022Lonsdale Investment Management, LLC 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)
Classification history
- Sep 12, 2026Corporate venture (probable, 80%, cls-1)corporate parent: O••• I••••••••• I•••
Evidence
50 observations from 3 sources