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.

S•••••••• R••••••• L••

Private equity with venture activitySEC-registered adviserClassification probable· Jersey City, New Jersey

Private equity with venture activity, based in Jersey City, New Jersey, reporting $299M of private fund gross assets across 1 fund.

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

Fund gross assets
$299M
Form ADV, Schedule D
Investment team
3
Form ADV Schedule A and the firm's team page
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

Nothing material in the last 180 days. No dated change on record yet.

Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
17
moderate
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
100
high
Research priority
5
low
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 0% of 1 private funds

Investments on record
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.
Investment team
3 current, 0 departed
Full team · 3 peoplewith contacts and sources
L• D•••
Managing Member · since Jul 1, 2019
Managing partner
Z•••• Z••••
Managing Member · since Aug 1, 2019
Managing partner
R•• W••
Managing Member And Chief Compliance Officer · since Feb 1, 2020
Managing partner
Co-investors
0 counted from shared deals, 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.
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
ai
Stages
not stated or not yet read
Geography
global, globally
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
Limited partners
0 LPs, 0 disclosed commitments
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
1 dated events
  1. Mar 21, 2022
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 1 private fundsShow
Headquarters
Jersey City, NJadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 30, 2026
Private funds reported
1 (0 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
Regulatory AUM
$440Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
15
Owners on Schedule A
T•••• C••• H••••••• L•••••• (Shareholder), owns 75% or more; T•••••••• T•••• (Shareholder), owns 75% or more; A•••••• C••••• F•••••••• L•••••• (Trustee); T•••••••• D••••••••• L•••••• (Shareholder), owns 75% or more; F••• T••••• L•••••• (Shareholder), owns 75% or more; M••••••••• H•••••• C•••• L•••••• (Member), owns 5% to 10%
Business email
••• Lockeds•••••••••.iopublished by the subject
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 0% of 1 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 0% of 2 private funds
Evidence
45 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeRegistered investment adviserMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserSep 12, 2024FactForm ADV
First Form ADV filing2022-03-21Mar 30, 2026FactForm ADV
First Form ADV filing2022-03-21Sep 12, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2024-09-12Sep 12, 2024FactForm ADV
Venture share of reported funds0Mar 30, 2026FactForm ADV
Venture share of reported funds0Sep 12, 2024FactForm ADV
Business phone••• LockedSep 12, 2024FactForm ADV
Contact page url••• Locked
••• Locked
Sep 23, 2026FactFirm website
Contact page url••• Locked
••• Locked
Sep 22, 2026FactFirm website
Contact page url••• Locked
••• Locked
Sep 16, 2026FactFirm website
Employees15Sep 12, 2024FactForm ADV
HeadquartersJersey City, NJSep 12, 2024FactForm ADV
Office address••• LockedSep 12, 2024FactForm ADV
Private funds reported1Mar 30, 2026FactForm ADV
Private funds reported2Sep 12, 2024FactForm ADV
Private fund gross assets (reported)$299MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$278MSep 12, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$440MSep 12, 2024FactForm ADV
Stated geographyGlobal, globally
geography words on the home page
Sep 23, 2026FactFirm website
Stated geographyGlobal, globally
geography words on the home page
Sep 22, 2026FactFirm website
Stated geographyGlobal, globally
geography words on the home page
Sep 16, 2026FactFirm website
Stated geographyGlobal, globally
geography words on the home page
Sep 15, 2026FactFirm website
Stated sectorsai
sector words on the home page
Sep 23, 2026FactFirm website
Stated sectorsai
sector words on the home page
Sep 22, 2026FactFirm website
Stated sectorsai
sector words on the home page
Sep 16, 2026FactFirm website
Stated sectorsai
sector words on the home page
Sep 15, 2026FactFirm website
Venture funds reported0Mar 30, 2026FactForm ADV
Venture funds reported0Sep 12, 2024FactForm ADV
Website••• LockedSep 12, 2024FactForm ADV
Site title••• Locked
••• Locked
Sep 23, 2026FactFirm website
Site title••• Locked
••• Locked
Sep 22, 2026FactFirm website
Site title••• Locked
••• Locked
Sep 16, 2026FactFirm website
Site title••• Locked
••• Locked
Sep 15, 2026FactFirm website

Not yet on record: new companies, 12 mo, latest vintage.