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 / Halcyon Investment Management, LLC
Halcyon Investment Management, LLC
venture manager, reported GAV $5.0M across 2 vehicles
Importance
8
low
Active deployment
25
moderate
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
8
low
Identity and regulatory footprint
- Headquarters
- Washington, DCadviserinfo.sec.gov
- Office address
- 3400 PROSPECT STREET NW, Washington, DC, 20007adviserinfo.sec.gov
- Business phone
- 202-796-4233adviserinfo.sec.gov
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 7, 2024
- Private funds reported
- 1 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $5.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- Halcyon House (Owner), E
- business phone
- 202-796-4233adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, healthcare, climate, energy, space, data infrastructure, edtech, logistics, industrial, hrtech
- Stages
- early
- Geography
- africa, global, latam, washington, dc
- 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
2 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Halcyon Fund II LP | Fund | 2024 form d first sale | Early deployment | unknown | unknown | $5.0M of $50.0M | Feb 13, 2024 |
| Halcyon Fund, L.P. | Fund | 2019 form d first sale | Mature | $5.0M Mar 7, 2024 | 20 | $2.9M of $6.0M | Apr 22, 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
15 current, 1 departed
Daniel Barker
Founder or executivePresident & CEO
Adam Caplan
PartnerManager, Capital Strategy & Investment
Cheyenne Clopton
PartnerManager, Grants
Dahna Rebecca Goldstein
PartnerCo-Managing Director · since Jan 1, 2021
Emily Owen
PartnerManager, Accelerator Program
Katherine Isabella Goodall
PartnerCo-Managing Director · since Mar 1, 2019
Alexis Kartalian
Platform and operationsSenior Coordinator, Portfolio & Community
Christina Davis
Platform and operationsManager, Events
David Corson
Platform and operationsVice President, Operations
Karina Burger
Platform and operationsVice President, Finance
Scarlett Ojeda
Platform and operationsManager, Finance
Becca McAtee
PrincipalDirector, Development
Erna Redzepagic
PrincipalDirector, Portfolio & Partnerships
Mercy Erhiawarien
PrincipalDirector, International Programs
Marcelo Homrich
Vice presidentVice President, Programs
1 departed (kept with end dates)
- Ryan Daniel Ross · Co-Managing Director, Principal · Mar 1, 2019 to Mar 31, 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
6 dated events
- Mar 31, 2022Ryan Daniel Ross (Co-Managing Director, Principal) no longer on Schedule A of Halcyon Investment Management, LLC
- Jan 1, 2021Dahna Rebecca Goldstein joined Schedule A of Halcyon Investment Management, LLC as Director Of Impact Investing
- Mar 27, 2019Halcyon Investment Management, LLC 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)
- Mar 27, 2019Halcyon Fund, L.P. first reported on Form ADV by Halcyon Investment Management, LLC (Venture Capital Fund), GAV $2,870,000Fund first reported on Form ADVFundsFactHalcyon Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 1, 2019Katherine Isabella Goodall joined Schedule A of Halcyon Investment Management, LLC as Co-Managing Director
- Mar 1, 2019Ryan Daniel Ross joined Schedule A of Halcyon Investment Management, LLC as Co-Managing Director, Principal
Classification history
- Sep 12, 2026Micro VC (probable, 80%, cls-1)venture manager, reported GAV $5.0M across 2 vehicles
- Sep 12, 2026Micro VC (probable, 80%, cls-1)venture manager, reported GAV $5.0M across 1 vehicles
Evidence
29 observations from 2 sources