DFX Intelligence
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Firms / C••••••••• A•••••••• L•
C••••••••• A•••••••• L•
••• Locked
registered adviser; venture funds are 0% of 0 private funds
Importance
2
low
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
98
high
Research priority
1
low
Identity and regulatory footprint
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- c•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Oct 29, 2024
- Private funds reported
- 0 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- unknownreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $203Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 4
- Owners on Schedule A
- 3• F•••••••• E••••••••• L•• (Limited Partner), C; C••••••••• 3• G• L•• (General Partner Of The Advisor), NA; 3• T•••• (Member), E
- business email
- webmaster@concinnityadvisors.comconcinnityadvisors.compublished by the subject
- business phone
- 914-591-0117adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- marketplaces
- 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
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
7 current, 1 departed
D•••••••• J••• Z•••••
Board or advisoryTrustee · since Dec 1, 2021
N•••••• T••••••••• D••••
Board or advisoryTrustee · since Apr 1, 1998
P•••• D••••
Managing partnerFounding Partner
R•••••• J•••• F••••••
Managing partnerFounding Partner · since Jul 1, 2011
R••• F••••••
Managing partnerFounding Partner
A••• R••••
OtherHead of Quantitative Research
P•••• D••••
PartnerManager, Partner · since Dec 1, 2013
1 departed (kept with end dates)
- E••••• S•••• T••••••••• · Trustee · Apr 1, 1998 to Mar 28, 2022 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
3 dated events
- Mar 28, 2022E••••• S•••• T••••••••• (Trustee) no longer on Schedule A of C••••••••• A•••••••• L•
- Dec 1, 2021D•••••••• J••• Z••••• joined Schedule A of C••••••••• A•••••••• L• as Trustee
- Feb 10, 2012C••••••••• A•••••••• L• first filed Form ADV (ERA)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 0 private funds
Evidence
43 observations from 2 sources