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.
Firms / Otro Capital
Otro Capital
Private equity with venture activity · probableNew York, NYotrocapital.comSEC registered investment adviser
registered adviser; venture funds are 0% of 8 private funds
Importance
28
moderate
Active deployment
29
moderate
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
12
low
Identity and regulatory footprint
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- 1 HANOVER SQUARE, SUITE 201, New York, NY, 10004adviserinfo.sec.gov
- Business phone
- 1-212-235-7056adviserinfo.sec.gov
- Website
- https://www.otrocapital.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jun 26, 2024
- Private funds reported
- 8 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $976Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $277Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 9
- Owners on Schedule A
- Otro Capital Mc Aggregator, LP (Limited Partner), E; Otro Capital Ultimate GP, LLC (General Partner), F; Otro Capital Mc Holdco, LP (Member), E
- business email
- communications@otrocapital.comotrocapital.compublished by the subject
- business email
- ir@otrocapital.comotrocapital.compublished by the subject
- business email
- info@otrocapital.comotrocapital.compublished by the subject
- business phone
- 1-212-235-7056adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
- Sectors
- 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
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
2 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Forest Intermediate Holdings 1, LP | Fund · ADV: Private Equity Fund | 2024 adv first reported | Early deployment | $276M Jun 26, 2024 | 2 | $0 | Jun 21, 2023 |
| Otro Forest Co-Invest I, LP | SPV or co-invest vehicle · ADV: Private Equity Fund | unknown | Unknown | $212M Jun 26, 2024 | 95 | $0 | Jun 21, 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
16 current, 0 departed
Nick Loring
AssociateAssociate
Travis Valmon
AssociateAssociate
Alec Scheiner
General partnerCo-Founder & Partner
Brent Stehlik
General partnerCo-Founder & Partner
Isaac Halyard
General partnerCo-Founder & Partner
Niraj Shah
General partnerCo-Founder & Partner
Nicholas Frasco
Operating partnerOperating Partner
Nikki Stokes
OtherHead of Partnerships
Alec John Scheiner
PartnerMember · since Feb 1, 2023
Brent Jackson Stehlik
PartnerMember · since Feb 1, 2023
Isaac John Halyard
PartnerMember · since Feb 1, 2023
Niraj Narendra Shah
PartnerMember · since Feb 1, 2023
Chloe Cheng
Platform and operationsChief Financial Officer
YAN Yan Cheng
Platform and operationsChief Compliance Officer / Chief Financial Officer · since Feb 1, 2024
Gavin Springer
Vice presidentVice President
Madelyn Monahan
Vice presidentSenior Associate
Investments on record
1 edges, 1 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| itemDataObject.attrTitle || null | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“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.
Co-investors
2 relationships from shared deals, counted for the whole firm
Limited partners
1 disclosed
Timeline
5 dated events
- Dec 31, 2025CalPERS reports Otro Capital Fund I-A, LP: $100,000,000 committed, vintage 2025
- Mar 28, 2024Forest Intermediate Holdings 1, LP first reported on Form ADV by Otro Capital (Private Equity Fund), GAV $253,733,183Fund first reported on Form ADVFundsFactForest Intermediate Holdings 1, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 1, 2024YAN Yan Cheng joined Schedule A of Otro Capital as Chief Compliance Officer / Chief Financial Officer
- Jul 20, 2023Otro Capital Partners first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 20, 2023Otro Forest Co-Invest I, LP first reported on Form ADV by Otro Capital Partners (Private Equity Fund), GAV $107,300,000Fund first reported on Form ADVFundsFactOtro Forest Co-Invest I, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 8 private funds
Evidence
29 observations from 2 sources