DFX Intelligence
Tacora Capital Management, LP
Institutional venture firm, reporting $1.5B of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
1 additional investment, fund or LP, 3 events, 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- Ceo, Limited PartnerWhy: Runs the firm (chief executive or president)No route on file yet
- Ceo, Managing MemberWhy: Runs the firm (chief executive or president)No route on file yet
Relationship network
7 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 Tacora Capital Management, LP: 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 Tacora Capital Management, LP
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on recordWhat these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
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
- fintech, consumer, proptech, logistics, media
- 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 no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0
Team
3 current, 1 departed
Decision makers
who to call first, and why; then everyone else by function
- Keri Alyssa Findley · Ceo, Limited PartnerWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
- Keri Alyssa Anisgarten · Ceo, Managing MemberWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
Who else at this firm · 1 person, grouped by function
Finance, operations and compliance (1)
- Kurt Edward Wachholz · Chief Compliance OfficerWhy this person: Chief Compliance Officer at the firm
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 teamHow the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.
3 current, 1 departed
- Ceo, Managing Member
- Ceo, Limited Partner
- Chief Compliance Officer
1 departed (kept with end dates)
- David M Schanzer · Managing Member · Jan 1, 2022 to Jul 28, 2023 Inference
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
4 vehicles, 0 LPs disclosed
Funds and vehiclesWhat these amounts meanGAV 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.
4 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Tacora Capital Co-Invest SPV, LP | SPV or co-invest vehicle | 2024 form d first sale | Early deployment | $79.4M Mar 31, 2026 | 14 | $17.5M | Aug 27, 2024 |
| Tacora Capital II, LP | Fund | unknown | Unknown | $701M Mar 31, 2026 | 85 | unknown | unknown |
| Tacora Capital, LP | Fund | unknown | Unknown | $681M Mar 31, 2026 | 15 | unknown | unknown |
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 allocatorsWhat these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.
1 relationship across the firm's funds, from public pensions and the allocator graph
| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Carnegie Corporation of New York | FOUNDATION | Tacora Capital II, LP | $5.2M fair value on the foundation's return | reported as of Sep 30, 2025 | Fact IRS Form 990 / 990-PF e-file returns |
Relationships across DFX
0 co-investors · on 3 other DFX graphs
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 3 other DFX graphs ShowHide
Across DFX
- The same institution is held on Allocators, Real Estate Funds, RIA and Wealth, matched by identifier. See which records
Across the graphs
Tacora Capital Management, LP is the same institution as 3 records in Allocators, Real Estate Funds and RIA and Wealth.
Allocators1Real Estate Funds1RIA and Wealth1
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
8 dated events, 80 observations from 3 sources
Timeline
8 dated events
- Mar 31, 2026Tacora Capital Co-Invest Spv LP first reported on Form ADV by Tacora Capital Management, LP (Venture Capital Fund), GAV $79,382,559
- Mar 31, 2026Tacora Capital Wasatch Co-Invest Spv, LP first reported on Form ADV by Tacora Capital Management, LP (Other Private Fund)
- Mar 31, 2026Tacora Capital II, LP first reported on Form ADV by Tacora Capital Management, LP (Venture Capital Fund), GAV $701,386,553
- Jul 28, 2023David M Schanzer (Managing Member) no longer on Schedule A of Tacora Capital Management, LP
- Jan 1, 2023Kurt Edward Wachholz joined Schedule A of Tacora Capital Management, LP as Chief Compliance Officer
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 5 private fundsShowHide
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- unknownadviserinfo.sec.gov
- Website
- tacoracap.com
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 31, 2026
- Private funds reported
- 5 (3 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $1.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.6Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 10
- Owners on Schedule A
- Tacora Capital GP LLC (General Partner), owns 75% or more
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 29, 2026Institutional venture firm (probable, 80%)Venture manager, reported GAV $1.5B across 4 vehicles
- Sep 23, 2026Institutional venture firm (probable, 80%)Venture manager, reported GAV $1.4B across 3 vehicles
- Sep 12, 2026Institutional venture firm (probable, 80%)Venture manager, reported GAV $343M across 1 vehicle
Evidence
80 observations from 3 sources
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Apr 29, 2024 | Fact | Form ADV |
| First Form ADV filing | 2021-09-03 | Mar 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2021-09-03 | Apr 29, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-04-29 | Apr 29, 2024 | Fact | Form ADV |
| SEC status | Approved | Mar 31, 2026 | Fact | Form ADV |
| SEC status effective | 2021-10-01 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Apr 29, 2024 | Fact | Form ADV |
| Business phone | Mar 31, 2026 | Fact | Form ADV | |
| Business phone | Apr 29, 2024 | Fact | Form ADV | |
| Employees | 10 | Mar 31, 2026 | Fact | Form ADV |
| Employees | 6 | Apr 29, 2024 | Fact | Form ADV |
| Legal form | Limited Partnership | Mar 31, 2026 | Fact | Form ADV |
| Other funds reported | 1 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 5 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 5 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Apr 29, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.6B | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.6B | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $343M | Apr 29, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.6B | Mar 31, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $343M | Apr 29, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 31, 2026 | Fact | Form ADV |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 30, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 29, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 28, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 27, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 26, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 25, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 24, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 23, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 22, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 21, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 20, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 19, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 18, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 17, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 16, 2026 | Fact | no URL |
| Stated sectors | Fintech, consumer, proptech, logistics, media “sector words on the home page” | Sep 15, 2026 | Fact | no URL |
| Venture funds reported | 3 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 3 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Apr 29, 2024 | Fact | Form ADV |
| Website | Mar 31, 2026 | Fact | Form ADV | |
| Website | Apr 29, 2024 | Fact | Form ADV | |
| Site title | Sep 30, 2026 | Fact | no URL | |
| Site title | Sep 29, 2026 | Fact | no URL | |
| Site title | Sep 28, 2026 | Fact | no URL | |
| Site title | Sep 27, 2026 | Fact | no URL | |
| Site title | Sep 26, 2026 | Fact | no URL | |
| Site title | Sep 25, 2026 | Fact | no URL | |
| Site title | Sep 24, 2026 | Fact | no URL | |
| Site title | Sep 23, 2026 | Fact | no URL | |
| Site title | Sep 22, 2026 | Fact | no URL | |
| Site title | Sep 21, 2026 | Fact | no URL | |
| Site title | Sep 20, 2026 | Fact | no URL | |
| Site title | Sep 19, 2026 | Fact | no URL | |
| Site title | Sep 18, 2026 | Fact | no URL | |
| Site title | Sep 17, 2026 | Fact | no URL | |
| Site title | Sep 16, 2026 | Fact | no URL | |
| Site title | Sep 15, 2026 | Fact | no URL |
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, probableShowHide
Importance
29
moderate
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Institutional venture firm · probableSEC registered investment adviser
Venture manager, reported GAV $1.5B across 4 vehicles
The inputs behind each score
- importance
- gav: $1 · funds: 0.33 · people: 0.08 · investments: 0 · 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: 4 · reported gav: $1.5B · first adv filing: 2021-09-03 · years since first filing: 5.1
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 filing2021-09-03source 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.