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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / A•• C•••••• A•••••••
A•• C•••••• A•••••••
Private equity with venture activity · probableTampa, FLa•••••••••.comSEC registered investment adviser
AGW is an experienced, independent capital advisory firm invested in you and your financial needs to confidently take on what lies ahead.
registered adviser; venture funds are 0% of 1 private funds
Importance
11
low
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
99
high
Research priority
3
low
Identity and regulatory footprint
- Headquarters
- Tampa, FLadviserinfo.sec.gov
- Office address
- 511 W. BAY STREET, SUITE 310, Tampa, FL, 33606adviserinfo.sec.gov
- Business phone
- 813-254-4700adviserinfo.sec.gov
- Website
- a•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jun 10, 2024
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $2.6Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.2Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 14
- business phone
- 813-254-4700adviserinfo.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
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| A•• P• A••••• V••••••• B•• • I•• L•• | Fund · ADV: Other Private Fund | 2021 form d first sale | Mature | $2.6M Jun 10, 2024 | 16 | $2.0M of $6.0M | Feb 5, 2021 |
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
21 current, 0 departed
B•••••• M•••••••
AnalystSenior Analyst
C••• B•••••
AnalystAnalyst
J•••• L•••
AnalystAnalyst
L••• B••••••
AnalystAnalyst
C••••• J••••••
AssociateClient Relations Associate
I•• v•• B••••••••
AssociateClient Relations Associate
T•••••• S••••••
AssociateClient Relations Associate
J•••• R••••••
Board or advisorySenior Advisor
T••• S••••••
Board or advisoryAdvisor
J•••••• S••••• A••••
Managing partnerManaging Member, Chief Compliance Officer · since Apr 1, 2009
P••• L•• W••••••
Managing partnerManaging Member And Chief Financial Officer · since May 1, 2009
P•••• J••••• G••••••
Managing partnerManaging Member, Chief Investment Officer · since Apr 1, 2009
C••••• A••••••
Platform and operationsExecutive Assistant
L•••• K•••
Platform and operationsExecutive Assistant
S•••••• H•••••••
Platform and operationsChief Financial Officer
J•• A••••
PrincipalPrincipal & Co-Founder
K•••• B•••••
PrincipalDirector of Client Relations
P• J• G••••••
PrincipalPrincipal & Co-Founder
P••• W••••••• J••
PrincipalPrincipal & Co-Founder
I••••• S••••
Vice presidentSenior Associate
N••• S•••••••
Vice presidentSenior Associate
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
2 dated events
- Jul 22, 2021A•• P• A••••• V••••••• B•• • I•• L•• first reported on Form ADV by A•• C•••••• A••••••• (Venture Capital Fund), GAV $4,600,000Fund first reported on Form ADVFundsFactA•• P• A••••• V••••••• B•• • I•• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012A•• C•••••• A••••••• 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, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 1 private funds
Evidence
63 observations from 2 sources