Livian & Co.

Private equity with venture activitySEC-registered adviserClassification probable· New York, New YorkLIVIANCO.COM

Investment Advice. Business Exit Planning. Livian & Co. helps CEOs, Entrepreneurs, Families Build, Preserve and Transfer Wealth. Fee-only.

In the firm's own words, from its website.

Reported fund assets
$431,024
sum of its funds' Form ADV filings, last 30 months
Investment team
15
Latest vintage
2023
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

13 additional team members, 2 verified contacts (1 general firm 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.

Nothing material in the last 180 days.

People to know

View all people
  • Managing Member
    Why: Named with investment responsibility
    No route on file yet
  • Managing Member
    Why: Named with investment responsibility
    No route on file yet
  • Managing Member
    Why: Named with investment responsibility
    No route on file yet

Relationship network

17 connected entities

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.

Reading the network
  • Fund or vehicle
  • Person

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 Livian & Co.: 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 Livian & Co.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months
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.
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
climate, media
Stages
not stated or not yet read
Geography
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 companies, 12 months 0

Team

17 current, 1 departed
Decision makers
who to call first, and why; then everyone else 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
17 current, 1 departed
1 departed (kept with end dates)
Contacts
1 general firm email, 1 firm phone

1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

1 vehicle, 0 LPs disclosed
Funds and vehicles
1 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Livian Setasi Ventures Spv I LLCSPV or co-invest vehicle2023 form d first saleActive deployment$431,024
Apr 30, 2026
17$1.6M
of $1.6M
Jul 5, 2024
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.
Known LPs and allocators
0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 1 other DFX graph
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.
Across DFX and the capital chainon 1 other DFX graph Show
Across DFX
  • The same institution is held on RIA and Wealth, matched by identifier. See which records
Across the graphs

Livian & Co. is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Evidence and history

5 dated events, 95 observations from 4 sources
Timeline
5 dated events
  1. Sep 18, 2023
    Livian Setasi Ventures Spv I LLC first reported on Form ADV by Livian & Co. (Venture Capital Fund), GAV $1,050,000
    Fund first reported on Form ADVFundsFactLivian Setasi Ventures Spv I LLCForm ADV
  2. May 24, 2018
    Stephen Robert Mulholland (Member, Class B) no longer on Schedule A of Livian & Co.
    Person leftPeopleInferenceStephen Robert MulhollandForm ADV
  3. May 1, 2016
    Stephen Robert Mulholland joined Schedule A of Livian & Co. as Member, Class B
    Person joinedPeopleFactStephen Robert MulhollandForm ADV
  4. Aug 1, 2014
    Edmond Daniel Safdie joined Schedule A of Livian & Co. as Member, Class A
    Person joinedPeopleFactEdmond Daniel SafdieForm ADV
  5. Dec 15, 2011
    Livian & Co. first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Apr 30, 2026 · 3 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Apr 30, 2026
Private funds reported
3 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$5.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$153Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
5
Owners on Schedule A
Danroy, LLC (Member, Class A), owns 25% to 50%; Gorjian Capital Group, LLC (Member, Class A), owns 25% to 50%; GRS Children, LLC (Member, Class A), owns 10% to 25%
Classification history
Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 33% of 3 private funds
Evidence
95 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedApr 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserApr 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserApr 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMay 28, 2024FactForm ADV
First Form ADV filing2011-12-15Apr 30, 2026FactForm ADV
First Form ADV filing2011-12-15May 28, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-04-30Apr 30, 2026FactForm ADV
Latest Form ADV filing2026-04-30Apr 30, 2026FactForm ADV
Latest Form ADV filing2024-05-28May 28, 2024FactForm ADV
SEC statusApprovedApr 30, 2026FactForm ADV
SEC status effective2010-05-04Apr 30, 2026FactForm ADV
Venture share of reported funds0Apr 30, 2026FactForm ADV
Venture share of reported funds0May 28, 2024FactForm ADV
Business phoneApr 30, 2026FactForm ADV
Business phoneMay 28, 2024FactForm ADV
Contact page urlSep 16, 2026Factno URL
DescriptionSep 16, 2026Factno URL
DescriptionSep 15, 2026Factno URL
Employees5Apr 30, 2026FactForm ADV
Employees5May 28, 2024FactForm ADV
HeadquartersNew York, NYApr 30, 2026FactForm ADV
HeadquartersNew York, NYMay 28, 2024FactForm ADV
Office addressApr 30, 2026FactForm ADV
Office addressMay 28, 2024FactForm ADV
Legal formLimited Liability CompanyApr 30, 2026FactForm ADV
Portfolio pageSep 16, 2026Factno URL
Portfolio pageSep 15, 2026Factno URL
Private funds reported3Apr 30, 2026FactForm ADV
Private funds reported3Apr 30, 2026FactForm ADV
Private funds reported3May 28, 2024FactForm ADV
Private fund gross assets (reported)$5.0MApr 30, 2026FactForm ADV
Private fund gross assets (reported)$5.0MApr 30, 2026FactForm ADV
Private fund gross assets (reported)$4.6MMay 28, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$153MApr 30, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$124MMay 28, 2024FactForm ADV
Stated geographynew york
“geography words on the home page”
Sep 16, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 15, 2026Factno URL
Stated sectorsClimate, media
“sector words on the home page”
Sep 16, 2026Factno URL
Stated sectorsClimate, media
“sector words on the home page”
Sep 15, 2026Factno URL
Team pageSep 16, 2026Factno URL
Team pageSep 15, 2026Factno URL
Venture funds reported1Apr 30, 2026FactForm ADV
Venture funds reported1Apr 30, 2026FactForm ADV
Venture funds reported1May 28, 2024FactForm ADV
WebsiteSep 12, 2026FactForm ADV
WebsiteApr 30, 2026FactForm ADV
WebsiteMay 28, 2024FactForm ADV
Site titleSep 16, 2026Factno URL
Site titleSep 15, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
10
low
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 33% of 3 private funds

The inputs behind each score
importance
gav: $0 · funds: 0.08 · people: 0.6 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 1 fund, $0M of $0M reported · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 1 · reported gav: $431,024 · first adv filing: 2011-12-15 · years since first filing: 14.8

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2011-12-15source 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.

Not yet on record: new companies, 12 mo.