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 / Warren Financial Service
Warren Financial Service
no sworn venture fact yet (name or round mention only)
Importance
11
low
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
100
high
Research priority
3
low
Identity and regulatory footprint
- Headquarters
- Exton, PAadviserinfo.sec.gov
- Office address
- 7 DOWLIN FORGE RD, Exton, PA, 19341adviserinfo.sec.gov
- Business phone
- 610-363-2000adviserinfo.sec.gov
- Website
- HTTP://WARRENFINANCIAL.COM
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- private fund adviseradviserinfo.sec.gov
- Latest Form ADV
- Mar 26, 2024
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $74.8Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- business phone
- 610-363-2000adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
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: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| WFS Angels LP | Fund | 2015 adv first reported | Wound down | $129,928 Mar 6, 2019 | 8 | unknown | unknown |
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
1 current, 7 departed
Randall Alan Warren
Platform and operationsChief Compliance Officer · since Jan 1, 2001
7 departed (kept with end dates)
- Austin Warren · Sr Financial Analyst · Jan 1, 2021 to Mar 31, 2023 Inference
- Justin Kyle Sisson · Sr Financial Analyst · Jan 1, 2021 to Mar 31, 2023 Inference
- John Joseph O'Toole · Managing Partner · Jan 1, 2021 to Mar 31, 2023 Inference
- Michael Troy Logan · Managing Partner · Jan 1, 2021 to Mar 31, 2023 Inference
- Robert a Mccarty · Managing Partner · Jan 1, 2021 to Mar 31, 2023 Inference
- Scott Shellhamer · Managing Partner · Jan 1, 2021 to Mar 31, 2023 Inference
- Karen Copeland · Director Technology · Jan 1, 2021 to Mar 31, 2023 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
17 dated events
- Mar 26, 2024WFS Angels LP no longer reported on Form ADV by Warren Financial ServiceFund no longer reportedFundsInferenceWFS Angels LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023Michael Troy Logan (Managing Partner) no longer on Schedule A of Warren Financial Service
- Mar 31, 2023Scott Shellhamer (Managing Partner) no longer on Schedule A of Warren Financial Service
- Mar 31, 2023John Joseph O'Toole (Managing Partner) no longer on Schedule A of Warren Financial Service
- Mar 31, 2023Robert a Mccarty (Managing Partner) no longer on Schedule A of Warren Financial Service
- Mar 31, 2023Justin Kyle Sisson (Sr Financial Analyst) no longer on Schedule A of Warren Financial Service
- Mar 31, 2023Austin Warren (Sr Financial Analyst) no longer on Schedule A of Warren Financial Service
- Mar 31, 2023Karen Copeland (Director Technology) no longer on Schedule A of Warren Financial Service
- Jan 1, 2021Austin Warren joined Schedule A of Warren Financial Service as Sr Financial Analyst
- Jan 1, 2021Scott Shellhamer joined Schedule A of Warren Financial Service as Managing Partner
- Jan 1, 2021Michael Troy Logan joined Schedule A of Warren Financial Service as Managing Partner
- Jan 1, 2021John Joseph O'Toole joined Schedule A of Warren Financial Service as Managing Partner
- Jan 1, 2021Robert a Mccarty joined Schedule A of Warren Financial Service as Managing Partner
- Jan 1, 2021Justin Kyle Sisson joined Schedule A of Warren Financial Service as Sr Financial Analyst
- Jan 1, 2021Karen Copeland joined Schedule A of Warren Financial Service as Director Technology
- Mar 5, 2015WFS Angels LP first reported on Form ADV by Warren Financial Service (Venture Capital Fund), GAV $201,500Fund first reported on Form ADVFundsFactWFS Angels LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 14, 2012Warren Financial Service 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, 2026Candidate (candidate, 50%, cls-1)no sworn venture fact yet (name or round mention only)
Evidence
40 observations from 2 sources