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 / Ankona Management, LLC
Ankona Management, LLC
We know early growth stage software. First checks of $5–10M into B2B software companies at $3–15M in ARR — past product-market fit, before real scale.
venture manager, reported GAV $282M across 5 vehicles
Importance
37
elevated
Active deployment
30
moderate
Emerging
0
low
Completeness
75
high
Freshness
100
high
Research priority
12
low
Identity and regulatory footprint
- Headquarters
- Newport Beach, CAadviserinfo.sec.gov
- Office address
- 800 NEWPORT CENTER DRIVE, Newport Beach, CA, 92660adviserinfo.sec.gov
- Business phone
- 949-799-0002adviserinfo.sec.gov
- Website
- https://www.ankona.com/
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 27, 2026
- Private funds reported
- 5 (5 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $299Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- business email
- info@ankona.comankona.compublished by the subject
- business phone
- 949-799-0002adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
19 observed deals
Stated (the firm’s website)
- Sectors
- ai, enterprise software, fintech, healthcare, space, logistics, industrial, b2b, vertical saas
- Stages
- growth
- Geography
- global
- Check size
- $5.0M to $10.0M stated by the firm
“First checks of $5–10M into companies doing $3–15M in ARR.”
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 19
Funds and vehicles
5 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Ankona Capital Partners II, L.P. | Fund | 2022 adv first reported | Active deployment | $84.1M Mar 18, 2024 | 88 | $0 of $200M | Oct 7, 2021 |
| Ankona Capital Partners II Qp, L.P | Feeder or parallel | 2022 form d first sale | Active deployment | $48.8M Mar 18, 2024 | 14 | $35.0M of $35.0M | Jul 15, 2022 |
| Ankona Holdings II, L.P. | Fund | 2022 adv first reported | Active deployment | $23.1M Mar 18, 2024 | 70 | $0 of $21.0M | Oct 7, 2021 |
| Ankona Capital Partners I, L.P. | Fund | 2019 form d first sale | Mature | $107M Mar 18, 2024 | 100 | $65.0M of $65.0M | Mar 5, 2021 |
| Ankona Videoamp Series D Spv, L.P. | SPV or co-invest vehicle | unknown | Unknown | $19.3M Mar 18, 2024 | 21 | $0 | Jul 19, 2019 |
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
9 current, 0 departed
Arthur Morris
PartnerManager · since Jan 1, 2020
Brian Frederic Mesic
PartnerManager · since Aug 1, 2019
Brian Mesic
PartnerManaging Director
Jared Smith
PartnerManaging Director
Jared Smith
PartnerManager · since Jan 1, 2020
Josh Harmsen
PartnerManaging Director
Joshua Eldredge Harmsen
PartnerManager · since Jan 1, 2020
Newth Morris
PartnerManaging Director
Gardner Smith
Vice presidentVice President
Investments on record
19 edges, 19 companies, 0 partner-attributed
“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
22 relationships from shared deals, counted for the whole firm
Nyca Management LLC 2 shared · recurringBridge Investments LLC 1 shared · one timeSpider Capital 1 shared · one timeNext Frontier Capital Mc, LLC 1 shared · one timeTrive Capital Management LLC 1 shared · one timeXYZ Venture Capital 1 shared · one timeRally Ventures Management, LLC 1 shared · one timeFirstmark Capital, LLC 1 shared · one timeInfinity Investment Management Holdings, LLC 1 shared · one timeMontage Ventures 1 shared · one timeTenoneten 1 shared · one timePositive Sum Advisors LLC 1 shared · one timeInterplay Ventures Early Stage Management LLC 1 shared · one timeSpero Management Company, LLC 1 shared · one timeConvective Capital Management, LLC 1 shared · one timeMatchstick Ventures, LLC 1 shared · one timeAugment Ventures 1 shared · one timeGrayhawk Capital, LLC 1 shared · one timePathbreaker Ventures II, LLC 1 shared · one timeCanaan Partners 1 shared · one timeBrick & Mortar Ventures Management, LLC 1 shared · one timeSYN Ventures 1 shared · one time
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
6 dated events
- Mar 22, 2023Ankona Capital Partners II Qp, L.P first reported on Form ADV by Ankona Management, LLC (Venture Capital Fund), GAV $43,201,595Fund first reported on Form ADVFundsFactAnkona Capital Partners II Qp, L.PSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 1, 2022Ankona Capital Partners II, L.P. first reported on Form ADV by Ankona Management, LLC (Venture Capital Fund), GAV $8,960,662Fund first reported on Form ADVFundsFactAnkona Capital Partners II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 1, 2022Ankona Holdings II, L.P. first reported on Form ADV by Ankona Management, LLC (Venture Capital Fund), GAV $22,720,849Fund first reported on Form ADVFundsFactAnkona Holdings II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2021Ankona Management, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2021Ankona Capital Partners I, L.P. first reported on Form ADV by Ankona Management, LLC (Venture Capital Fund), GAV $61,513,671Fund first reported on Form ADVFundsFactAnkona Capital Partners I, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2021Ankona Videoamp Series D Spv, L.P. first reported on Form ADV by Ankona Management, LLC (Venture Capital Fund), GAV $17,052,851Fund first reported on Form ADVFundsFactAnkona Videoamp Series D Spv, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $282M across 5 vehicles
Evidence
51 observations from 3 sources