The names on this page are hidden. Create a free account to reveal 5 records a month, or get Venture Capital Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.

3• B•••••••• C••••••• L•

Private equity with venture activitySEC-registered adviserClassification probable· Greenwich, Connecticut

Private equity with venture activity, based in Greenwich, Connecticut, reporting $753M of private fund gross assets across 4 funds.

Composed from this organization's classification, location and filed figures.

Fund gross assets
$753M
Form ADV, Schedule D
New companies, 12 mo
Not established
Investment team
13
Form ADV Schedule A and the firm's team page
Latest vintage
2023
Form ADV and Form D
FundsInvestmentsTeam (28)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
Why this matters
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
27
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
69
high
Freshness
97
high
Research priority
11
low
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 0% of 4 private funds

Identity and regulatory footprint

Website description: ••• Locked

Headquarters
Greenwich, CTadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
3•••••••••.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 25, 2024
Private funds reported
4 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$753Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$376Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
10
Owners on Schedule A
3• B•••••••• C•••••• M••••••••• G•• L•• (General Partner), owns under 5%
Business email
••• Locked3•••••••••.compublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
healthcare, biotech, medtech, climate, industrial
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 logos, 12 months 0
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
3• B•••••••• C•••••• I• L•Fund · ADV: Private Equity Fund2023 form d first saleActive deployment$285M
Jun 25, 2024
51$285MMar 5, 2024
3• B•••••••• C•••••• I• ••••••••• L•Feeder or parallel · ADV: Private Equity Fund2023 form d first saleActive deployment$91.8M
Jun 25, 2024
13$91.8MMar 5, 2024
Investment team
28 current, 0 departed
Analyst
FactFirm website
Associate
FactFirm website
Associate
FactFirm website
Associate
FactFirm website
Board or advisory
FactFirm website
D•••• M•••••••
Sr. Advisor, Lee Equity Partners
Board or advisory
FactFirm website
K•••• A•••••
Board Member, Bio-Response Solutions
Board or advisory
FactFirm website
S•••• S•••••
Board Member, Enjoin
Board or advisory
FactFirm website
D•••• G••••
Former CEO, Compassus Health
Founder or executive
FactFirm website
J••• C••••••••
Former President & CEO of Natrix Separations
Founder or executive
FactFirm website
L•••• S••••••
FOUNDER AND CEO, ADAPTIVE HOME HEALTH
Founder or executive
FactFirm website
W•••• L•••••••
Former CEO and Board Member of Softbox S•••••s
Founder or executive
FactFirm website
A••• B•••• D•••••
Co-Founder/Managing Director, Limited Partner · since Jan 1, 2023
Managing partner
FactForm ADV
Operating partner
FactFirm website
Other
FactFirm website
A••• B• D•••••
Co-Founder & Managing Director
Partner
FactFirm website
A••• E•••••
Co-Founder & Managing Director
Partner
FactFirm website
A••• E•••••
Co-Founder/Managing Director · since Jan 1, 2023
Partner
FactForm ADV
Partner
FactFirm website
A•••• V••••••
FOUNDER & CEO, WOMEN’S HEALTH PLATFORM
Platform and operations
FactFirm website
B•• S•••••••••
Former Senior Director of Engineering, Intuitive
Platform and operations
FactFirm website
E••••• T••••
Chief Compliance Officer And Chief Financial Officer · since Jan 1, 2023
Platform and operations
FactForm ADV
E••••• T••••
Chief Financial Officer & Chief Compliance Officer
Platform and operations
FactFirm website
Platform and operations
FactFirm website
Principal
FactFirm website
Vice president
FactFirm website
Vice president
FactFirm website
T••••• F•••
Vice President of Operational Excellence
Vice president
FactFirm website
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
3 disclosed
Timeline
4 dated events
  1. Jun 2, 2025
  2. Aug 18, 2023
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
  3. Aug 18, 2023
    ••• Locked
    Fund first reported on Form ADVFundsFact3• B•••••••• C•••••• I• L•Form ADV
  4. Aug 18, 2023
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 0% of 4 private funds
Evidence
37 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserApr 29, 2026FactForm ADV
SEC adviser typeregistered_investment_adviserJun 25, 2024FactForm ADV
First Form ADV filing2023-08-18Apr 29, 2026FactForm ADV
First Form ADV filing2023-08-18Jun 25, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-04-29Apr 29, 2026FactForm ADV
Latest Form ADV filing2024-06-25Jun 25, 2024FactForm ADV
Venture share of reported funds0Apr 29, 2026FactForm ADV
Venture share of reported funds0Jun 25, 2024FactForm ADV
Business phone••• LockedJun 25, 2024FactForm ADV
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 15, 2026FactFirm website
Employees10Jun 25, 2024FactForm ADV
HeadquartersGreenwich, CTJun 25, 2024FactForm ADV
Office address••• LockedJun 25, 2024FactForm ADV
Portfolio page••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Portfolio page••• Locked
“••• Locked”
Sep 15, 2026FactFirm website
Private funds reported6Apr 29, 2026FactForm ADV
Private funds reported4Jun 25, 2024FactForm ADV
Private fund gross assets (reported)$546MApr 29, 2026FactForm ADV
Private fund gross assets (reported)$753MJun 25, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$376MJun 25, 2024FactForm ADV
Stated sectorshealthcare,biotech,medtech,climate,industrial
“sector words on the home page”
Sep 16, 2026FactFirm website
Stated sectorshealthcare,biotech,medtech,climate,industrial
“sector words on the home page”
Sep 15, 2026FactFirm website
Team page••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Team page••• Locked
“••• Locked”
Sep 15, 2026FactFirm website
Venture funds reported0Apr 29, 2026FactForm ADV
Venture funds reported0Jun 25, 2024FactForm ADV
Website••• LockedJun 25, 2024FactForm ADV
Site title••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 15, 2026FactFirm website