DFX Intelligence
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Firms / M••••• S•••••• A•• G• L•
M••••• S•••••• A•• G• L•
Private equity with venture activity · probableWest Conshohocken, PAm•••••••••.comSEC registered investment adviserpart of M••••• S••••••
One of 8 advisers that share m•••••••••.com; the firm is M••••• S••••••. M••••• S•••••• I••••••••• M••••••••• I•••, E•••• A•••••• F••• M•••••• I••, M••••• S•••••• V•••••• C•••••• I•• I••, M• C•••••• P••••••• A•••••• I•••, M••• V•••••• P••••••• I• I••, M•••• R••• E••••• A••••••• I•••, M••• 2•••• I•••. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.
registered adviser; venture funds are 1% of 95 private funds
Importance
2
low
Active deployment
29
moderate
Emerging
0
low
Completeness
63
high
Freshness
94
high
Research priority
8
low
Identity and regulatory footprint
- Headquarters
- West Conshohocken, PAa•••••••••.s••.gov
- Office address
- ••• Lockeda•••••••••.s••.gov
- Business phone
- ••• Lockeda•••••••••.s••.gov
- Website
- m•••••••••.com
- SEC adviser type
- registered investment advisera•••••••••.s••.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 3, 2024
- Private funds reported
- 95 (1 venture capital funds)a•••••••••.s••.gov
- Private fund gross assets
- $20Ba•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $34Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 187
- Owners on Schedule A
- M••••• S•••••• C•••••• M••••••••• L•• (Parent Of M••••• S•••••• I••••••••• M••••••••• I•••), E; M••••• S•••••• I••••••••• M••••••••• I••• (Limited Partner Of Registrant), E; M••••• S•••••• (100% Owner Of M••••• S•••••• I••••••••• M••••••••• I•••), E; M••••• S•••••• I••••••••• M••••••••• I••• (Parent Of M••••• S•••••• Alernative Investments Llc), E; M••••• S•••••• A••••••••• I••••••••• L•• (General Partner Of Registrant), NA
- business phone
- ••• Lockeda•••••••••.s••.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
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
unknown 100%
lead rate 100%follow-on rate 0%new logos, 12 months 1
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| N•••• H•••• V•••••• C•••••• O••••••••• F••• I• L• | Opportunity fund | 2023 form d first sale | Fundraising | $8.8M Jul 3, 2024 | 4 | $245M | Apr 16, 2025 |
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, 8 departed
C•••• N••••••
PartnerManaging Director
C••••••••• P• S••••
Platform and operationsChief Compliance Officer And Executive Director · since Nov 1, 2022
S••••••• V•••••• C•••• Y•
Platform and operationsGeneral Counsel And Managing Director · since Oct 1, 2018
8 departed (kept with end dates)
- A••••• J•••• L•• · Business Head · Feb 1, 2013 to Apr 30, 2015 Inference
- E••••• N• M••••••• · Business Head · Apr 1, 2015 to Mar 30, 2016 Inference
- J•••••• P• C••••••• · Business Head · Jul 1, 2009 to Mar 6, 2013 Inference
- C••••••••• L•••• O•••• · General Counsel And Managing Director · Nov 1, 2010 to Mar 29, 2019 Inference
- M••• J••• M•••••• · Chief Compliance Officer · Feb 1, 2010 to Jan 13, 2014 Inference
- R•••••• F•••••• P•••••• · Chief Compliance Officer And Executive Director · Dec 1, 2020 to Mar 31, 2023 Inference
- S••••••• V•••••• C•••• Y• · Chief Compliance Officer & Managing Director · Jan 1, 2014 to Oct 7, 2014 Inference
- T•••••• J••• K•••••• · Chief Compliance Officer And Managing Director · Sep 1, 2014 to Dec 15, 2020 Inference
Investments on record
1 edges, 1 companies, 1 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| S••••••••• | Funding round | lead | C•••• N•••••• (confirmed) | $225M | unknown | Oct 27, 2025 | Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS) |
“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
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
16 dated events
- Mar 28, 2024••• LockedFund first reported on Form ADVFundsFactN•••• H•••• V•••••• C•••••• O••••••••• F••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023••• Locked
- Nov 1, 2022••• Locked
- Dec 15, 2020••• Locked
- Dec 1, 2020••• Locked
- Mar 29, 2019••• Locked
- Oct 1, 2018••• Locked
- Mar 30, 2016••• Locked
- Apr 30, 2015••• Locked
- Apr 1, 2015••• Locked
- Oct 7, 2014••• Locked
- Oct 1, 2014••• Locked
- Jan 13, 2014••• Locked
- Mar 6, 2013••• Locked
- Feb 1, 2013••• Locked
- Nov 18, 2011••• LockedFirst 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, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 1% of 95 private funds
Evidence
55 observations from 1 source