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.
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Firms / A••••• P•••
A••••• P•••
Private equity with venture activity · probableRichmond, VAa•••••••••.comSEC registered investment adviser
Welcome A•••• Clients CW Advisors is very pleased to announce its partnership with A••••. We are delighted to welcome A•••• clients to CWA! To access your Client Portal, please click here. The combination of our advisory firms will allow us to provide you with an even higher level of client care and expanded wealth management […]
registered adviser; venture funds are 25% of 2 private funds
Importance
5
low
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
99
high
Research priority
1
low
Identity and regulatory footprint
- Headquarters
- Richmond, VAadviserinfo.sec.gov
- Office address
- 1806 SUMMIT AVENUE, SUITE 100, Richmond, VA, 23230adviserinfo.sec.gov
- Business phone
- 804-358-2702adviserinfo.sec.gov
- Website
- a•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 26, 2024
- Private funds reported
- 2 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $14.3Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.1Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 21
- business phone
- 804-358-2702adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- cybersecurity
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
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, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| M•• V•••••• P••••••• 2•••• L••• | Fund | 2000 name year | Wound down | $14,000 Sep 29, 2017 | 22 | unknown | unknown |
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
6 current, 1 departed
M•••••• J••••
Founder or executivePresident · since Jan 1, 1993
A•••• O••
Platform and operationsChief Compliance Officer · since Jan 1, 2017
C•••••• J••••
Platform and operationsChief Operating Officer · since Jan 1, 2015
J•••• L•• M•••••
PrincipalPrincipal, Financial Strategist · since Jan 1, 2018
M•••••• A••• F••••
PrincipalPrincipal, Financial Strategist · since Jan 1, 2018
V•• N•••••
PrincipalPrincipal, Director Of Client Services · since Jan 1, 2020
1 departed (kept with end dates)
- J••• E•••••• P•••• · Chief Investment Officer · Dec 1, 2006 to Mar 24, 2016 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
9 dated events
- Mar 26, 2024M•• V•••••• P••••••• 2•••• L••• no longer reported on Form ADV by A••••• P•••Fund no longer reportedFundsInferenceM•• V•••••• P••••••• 2•••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2020V•• N••••• joined Schedule A of A••••• P••• as Principal, Client Services Manager
- Jan 1, 2018M•••••• A••• F•••• joined Schedule A of J••••payne Partners, P.C. as Principal, Financial Strategist
- Jan 1, 2018J•••• L•• M••••• joined Schedule A of J••••payne Partners, P.C. as Principal, Financial Strategist
- Jan 1, 2017A•••• O•• joined Schedule A of J••••payne Partners, P.C. as Chief Compliance Officer
- Mar 24, 2016J••• E•••••• P•••• (Chief Investment Officer) no longer on Schedule A of J••••payne Partners, P.C.
- Jan 1, 2015C•••••• J•••• joined Schedule A of J••••payne Partners, P.C. as Chief Operating Officer
- Apr 1, 2013M•• V•••••• P••••••• 2•••• L••• first reported on Form ADV by J••••payne Partners, P.C. (Venture Capital Fund), GAV $250,500Fund first reported on Form ADVFundsFactM•• V•••••• P••••••• 2•••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2012J••••payne Partners, P.C. first filed Form ADV (IA)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 25% of 2 private funds
Evidence
47 observations from 2 sources