Hatteras Venture Partners

Multi-stage venture firmSEC venture capital fund adviserRaising· Durham, North CarolinaHATTERASVP.COM

Hatteras Venture Partners is a healthcare venture capital firm investing in biotech, medtech, and healthtech companies advancing patient care.

In the firm's own words, from its website.

Reported fund assets
$593M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
2
Investment team
23
Latest vintage
2023
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

25 additional team members, 8 additional co-investors and affiliates, 23 additional investments, funds and LPs, 10 events, 2 verified contacts (2 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 1 vehicle
    on Form D, 18 months

    $25M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →
  2. 2 companies
    new in 12 months

    2 new companies in the last 12 months.

    A firm writing cheques this quarter is one a founder can pitch now.

    Factfunding announcements, Form D, the firm's portfolio pageFor Founders, co-investorsInvestments →
  3. 2 companies
    portfolio raising

    2 portfolio companies have new financing on record in 6 months without this firm named on the round; the latest on 7 Aug 2026 ($3M sold on Form D).

    A portfolio company raising again is a follow-on decision for the firm and a co-investment opening for others.

    FactSEC Form D filingsFor Co-investors, LPs, lendersInvestments →
  4. 3 deals
    with Clarus Ventures

    Invests most often alongside Clarus Ventures (3 shared deals).

    pair last observed on record 13 Dec 2012, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.

    Measuredshared rounds and portfolio companies on recordFor Founders building a round, co-investorsCo-investors →

People to know

View all people
  • Managing Member
    Why: Named with investment responsibility
    No route on file yet
  • Managing Member
    Why: Named with investment responsibility
    No route on file yet
  • Managing Member
    Why: Named with investment responsibility
    No route on file yet

Relationship network

67 connected entities19 observed rounds4 repeat counterparties5 dated rounds shown here, 2010 to 2026

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Hatteras Venture Partners: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Hatteras Venture Partners

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

13 companies on record, 2 new in 12 months
Investments on record
13 companies, 19 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Aer Therapeutics, Inc.board seatunknown · boardChristy Shaffer (strongly supported)unknownunknownAug 19, 2026Inference Form D
410 Medical, Inc.Growth Financing · Growthparticipantunknown$12.0MunknownJul 14, 2026Fact Press release
Ilumivu, Inc.Form D equity offeringunknown · boardLauren P Flickinger (strongly supported)$256,224
form d sold
unknownNov 27, 2023Inference Form D
Stated thesis versus observed behaviour
20 observed deals
Stated (the firm’s website)
Sectors
healthcare, biotech, medtech, space
Stages
early
Geography
southeast
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation
growth 100%
Stage at first entry
growth 100%
Industries, each company once
Healthcare services (1)
lead rate 0%follow-on rate 25%new companies, 12 months 2
site says seed/early; 100% of first entries on record are Series B or later

Team

29 current, 2 departed
Decision makers
who to call first, and why; then everyone else by function
  • Clay B Thorp · Managing Member
    Why this person: Named with investment responsibility
  • Dana M Fowlkes · Managing Member
    Why this person: Named with investment responsibility
  • Douglas Reed · Managing Member
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
29 current, 2 departed
1 departed (kept with end dates)
  • Robert a Ingram · Managing Member · Jul 1, 2011 to Mar 29, 2024 Inference
Contacts
2 firm phone

2 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

15 vehicles, 0 LPs disclosed
Funds and vehicles
15 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Hatteras Opportunity Fund I, LPOpportunity fund2023 adv first reportedActive deployment$32.6M
Mar 31, 2026
32$26.0M
of $125M
Mar 7, 2024
Pisgah Fund, LLCFund2022 adv first reportedActive deployment$43.4M
Mar 31, 2026
2unknownunknown
Wakemed Innovations Venture Fund, LLCFund2021 adv first reportedMature$10.7M
Mar 31, 2026
2unknownunknown
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.
Known LPs and allocators
3 relationships across the firm's funds, from public pensions and the allocator graph
AllocatorTypeFundAmountDateSource
San Diego City Employees' Retirement SystemMUNICIPAL RETIREMENT SYSTEMHatteras Venture Partners V, LP$6.1M
committed
reported as of Mar 31, 2026Fact Pension disclosure
Stephen and Renee Bisciotti Foundation IncFOUNDATIONHatteras Venture Partners VI, LP$6.9M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns
Stephen and Renee Bisciotti Foundation IncFOUNDATIONHatteras Venture Partners VII, LP$3.7M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns

Relationships across DFX

11 co-investors · on 1 other DFX graph
Co-investors
11 counted from shared deals, for the whole firm
Across DFX and the capital chainon 1 other DFX graph · 7 capital paths Show
Across DFX
Across the graphs

Hatteras Venture Partners is the same institution as 1 record in Allocators.

Allocators1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Capital chain

Hatteras Venture Partners sits on 7 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to VC fund to manager to company

DFX traced 7 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

15 dated events, 278 observations from 3 sources
Timeline
15 dated events
  1. seen on or beforeSep 12, 2026
    Hatteras Venture Partners: INSTITUTIONAL_VC -> MULTI_STAGE_VC (both early and growth/opportunity families, reported GAV $77M)
    Classification changedClassificationInferenceno URL
  2. Mar 31, 2026
    5 of 9 people on Hatteras Venture Partners's 2024 Schedule A are no longer printed on its 2026-03-31 filing
    Schedule a restructuredPeopleFactForm ADV
  3. Mar 29, 2024
    Robert a Ingram (Managing Member) no longer on Schedule A of Hatteras Venture Partners
    Person leftPeopleInferenceRobert a IngramForm ADV
  4. Mar 29, 2024
    Hatteras Venture Affiliates III, LP no longer reported on Form ADV by Hatteras Venture Partners
    Fund no longer reportedFundsInferenceHatteras Venture Affiliates III, LPForm ADV
  5. Mar 29, 2024
    Robert a Ingram (Managing Member) no longer on Schedule A of Hatteras Venture Partners
    Person leftPeopleInferenceRobert a IngramForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 2 private fundsShow
Headquarters
Durham, NCadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
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 31, 2026
Private funds reported
2 (2 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$208Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Every classification this record has carried4 on recordShow
  1. Sep 23, 2026
    Multi-stage venture firm (confirmed, 95%)
    Both early and growth/opportunity families, reported GAV $602M
  2. Sep 15, 2026
    Multi-stage venture firm (confirmed, 95%)
    Both early and growth/opportunity families, reported GAV $112M
  3. Sep 12, 2026
    Multi-stage venture firm (confirmed, 95%)
    Both early and growth/opportunity families, reported GAV $77M
  4. Sep 12, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $77M across 3 vehicles
Evidence
278 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC exemption, VC funds reportedMar 31, 2026FactForm ADV
Why admittedVC exemption, VC funds reportedMar 31, 2026FactForm ADV
Why admittedVC exemption, VC funds reportedMar 31, 2026FactForm ADV
Why admittedVC exemption, VC funds reportedMar 31, 2026FactForm ADV
Why admittedVC exemption, VC funds reportedMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 29, 2024FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 29, 2024FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 29, 2024FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 29, 2024FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 29, 2024FactForm ADV
SEC exemption claimedVenture capital fund adviserApr 11, 2014FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2021FactForm ADV
SEC adviser typeExempt reporting adviserApr 11, 2014FactForm ADV
First Form ADV filing2012-03-30Mar 31, 2026FactForm ADV
First Form ADV filing2012-03-30Mar 31, 2026FactForm ADV
First Form ADV filing2017-12-13Mar 31, 2026FactForm ADV
First Form ADV filing2019-06-13Mar 31, 2026FactForm ADV
First Form ADV filing2022-09-20Mar 31, 2026FactForm ADV
First Form ADV filing2017-12-13Mar 29, 2024FactForm ADV
First Form ADV filing2019-06-13Mar 29, 2024FactForm ADV
First Form ADV filing2022-09-20Mar 29, 2024FactForm ADV
First Form ADV filing2012-03-30Mar 29, 2024FactForm ADV
First Form ADV filing2012-03-30Mar 29, 2024FactForm ADV
First Form ADV filing2012-03-30Mar 31, 2021FactForm ADV
First Form ADV filing2012-03-30Apr 11, 2014FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm 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 filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
Latest Form ADV filing2021-03-31Mar 31, 2021FactForm ADV
Latest Form ADV filing2014-04-11Apr 11, 2014FactForm ADV
SEC statusERA - ActiveMar 31, 2026FactForm ADV
SEC statusERA - ActiveMar 31, 2026FactForm ADV
SEC statusERA - ActiveMar 31, 2026FactForm ADV
SEC statusERA - ActiveMar 31, 2026FactForm ADV
SEC statusERA - ActiveMar 31, 2026FactForm ADV
SEC status effective2017-12-13Mar 31, 2026FactForm ADV
SEC status effective2012-03-30Mar 31, 2026FactForm ADV
SEC status effective2019-06-13Mar 31, 2026FactForm ADV
SEC status effective2022-09-20Mar 31, 2026FactForm ADV
SEC status effective2012-03-30Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Venture share of reported funds1Mar 31, 2021FactForm ADV
Venture share of reported funds1Apr 11, 2014FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneMar 29, 2024FactForm ADV
Business phoneMar 29, 2024FactForm ADV
Business phoneMar 29, 2024FactForm ADV
Business phoneMar 29, 2024FactForm ADV
Business phoneMar 29, 2024FactForm ADV
Business phoneMar 31, 2021FactForm ADV
Business phoneApr 11, 2014FactForm ADV
Contact page urlOct 1, 2026Factno URL
Contact page urlSep 16, 2026Factno URL
DescriptionOct 1, 2026Factno URL
DescriptionSep 16, 2026Factno URL
HeadquartersDurham, NCMar 31, 2026FactForm ADV
HeadquartersDurham, NCMar 31, 2026FactForm ADV
HeadquartersDurham, NCMar 31, 2026FactForm ADV
HeadquartersDurham, NCMar 31, 2026FactForm ADV
HeadquartersDurham, NCMar 31, 2026FactForm ADV
HeadquartersDurham, NCMar 29, 2024FactForm ADV
HeadquartersDurham, NCMar 29, 2024FactForm ADV
HeadquartersDurham, NCMar 29, 2024FactForm ADV
HeadquartersDurham, NCMar 29, 2024FactForm ADV
HeadquartersDurham, NCMar 29, 2024FactForm ADV
HeadquartersDurham, NCMar 31, 2021FactForm ADV
HeadquartersDurham, NCApr 11, 2014FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressMar 29, 2024FactForm ADV
Office addressMar 29, 2024FactForm ADV
Office addressMar 29, 2024FactForm ADV
Office addressMar 29, 2024FactForm ADV
Office addressMar 29, 2024FactForm ADV
Office addressMar 31, 2021FactForm ADV
Office addressApr 11, 2014FactForm ADV
Self-described typeVenture capitalOct 1, 2026Factno URL
Self-described typeVenture capitalSep 16, 2026Factno URL
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Legal formLimited Liability CompanyMar 29, 2024FactForm ADV
Legal formLimited Liability CompanyMar 29, 2024FactForm ADV
Legal formLimited Liability CompanyMar 29, 2024FactForm ADV
Legal formLimited Liability CompanyMar 29, 2024FactForm ADV
Legal formLimited Liability CompanyMar 29, 2024FactForm ADV
Legal formLimited Liability CompanyMar 31, 2021FactForm ADV
Legal formLimited Liability CompanyApr 11, 2014FactForm ADV
Portfolio pageOct 1, 2026Factno URL
Portfolio pageSep 16, 2026Factno URL
Private funds reported3Mar 31, 2026FactForm ADV
Private funds reported1Mar 31, 2026FactForm ADV
Private funds reported4Mar 31, 2026FactForm ADV
Private funds reported2Mar 31, 2026FactForm ADV
Private funds reported2Mar 31, 2026FactForm ADV
Private funds reported3Mar 31, 2026FactForm ADV
Private funds reported4Mar 31, 2026FactForm ADV
Private funds reported2Mar 31, 2026FactForm ADV
Private funds reported1Mar 31, 2026FactForm ADV
Private funds reported2Mar 31, 2026FactForm ADV
Private funds reported3Mar 29, 2024FactForm ADV
Private funds reported4Mar 29, 2024FactForm ADV
Private funds reported2Mar 29, 2024FactForm ADV
Private funds reported2Mar 29, 2024FactForm ADV
Private funds reported1Mar 29, 2024FactForm ADV
Private funds reported1Mar 31, 2021FactForm ADV
Private funds reported1Apr 11, 2014FactForm ADV
Private fund gross assets (reported)$143MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$6.4MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$184MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$208MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$51.6MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$6.4MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$51.6MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$143MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$184MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$208MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$155MMar 29, 2024FactForm ADV
Private fund gross assets (reported)$202MMar 29, 2024FactForm ADV
Private fund gross assets (reported)$149MMar 29, 2024FactForm ADV
Private fund gross assets (reported)$76.0MMar 29, 2024FactForm ADV
Private fund gross assets (reported)$26.6MMar 29, 2024FactForm ADV
Private fund gross assets (reported)$864,477Mar 31, 2021FactForm ADV
Private fund gross assets (reported)$8.5MApr 11, 2014FactForm ADV
Schedule a diffsadiff-1Mar 31, 2026FactForm ADV
Stated geographysoutheast
“geography words on the home page”
Oct 1, 2026Factno URL
Stated geographysoutheast
“geography words on the home page”
Sep 16, 2026Factno URL
Stated sectorsHealthcare, biotech, medtech, space
“sector words on the home page”
Oct 1, 2026Factno URL
Stated sectorsHealthcare, biotech, medtech, space
“sector words on the home page”
Sep 16, 2026Factno URL
Stated stagesearly
“stage words on the home page”
Oct 1, 2026Factno URL
Stated stagesearly
“stage words on the home page”
Sep 16, 2026Factno URL
Team pageOct 1, 2026Factno URL
Team pageSep 16, 2026Factno URL
Venture funds reported3Mar 31, 2026FactForm ADV
Venture funds reported1Mar 31, 2026FactForm ADV
Venture funds reported4Mar 31, 2026FactForm ADV
Venture funds reported2Mar 31, 2026FactForm ADV
Venture funds reported2Mar 31, 2026FactForm ADV
Venture funds reported1Mar 31, 2026FactForm ADV
Venture funds reported2Mar 31, 2026FactForm ADV
Venture funds reported3Mar 31, 2026FactForm ADV
Venture funds reported4Mar 31, 2026FactForm ADV
Venture funds reported2Mar 31, 2026FactForm ADV
Venture funds reported3Mar 29, 2024FactForm ADV
Venture funds reported4Mar 29, 2024FactForm ADV
Venture funds reported2Mar 29, 2024FactForm ADV
Venture funds reported2Mar 29, 2024FactForm ADV
Venture funds reported1Mar 29, 2024FactForm ADV
Venture funds reported1Mar 31, 2021FactForm ADV
Venture funds reported1Apr 11, 2014FactForm ADV
WebsiteMar 31, 2026FactForm ADV
WebsiteMar 31, 2026FactForm ADV
WebsiteMar 31, 2026FactForm ADV
WebsiteMar 31, 2026FactForm ADV
WebsiteMar 29, 2024FactForm ADV
WebsiteMar 29, 2024FactForm ADV
WebsiteMar 29, 2024FactForm ADV
WebsiteMar 29, 2024FactForm ADV
WebsiteMar 29, 2024FactForm ADV
WebsiteMar 31, 2021FactForm ADV
WebsiteApr 11, 2014FactForm ADV
Site titleOct 1, 2026Factno URL
Site titleSep 16, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, confirmedShow
Importance
65
high
Active deployment
68
high
Emerging
0
low
Freshness
100
high
Multi-stage venture firmSEC exempt reporting adviser

Both early and growth/opportunity families, reported GAV $602M

The inputs behind each score
importance
gav: 0.54 · funds: 1 · people: 1 · investments: 0.48 · co investors: 0.42
active deployment
investments 12m: 0.25 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-08-19
emerging manager
fund count: 17 · reported gav: $593M · first adv filing: 2012-03-30 · years since first filing: 14.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Fits

7 scored matches, best firstas of
  • score 36.7confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio
  • score 36.7confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio
  • score 36.7confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio

+4 more scored matches

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.

Record history

6 dated events on the change ledger, latest event first
  • Organization classification changed
    2026-09-12
  • Schedule a restructured
    2026-03-31source on record
  • Adviser's first ADV filing
    2012-03-30source on record

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.