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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People / D•••• T••••• M••••

D•••• T••••• M••••

Platform and operationsChief Financial OfficerC•••••• P••••••• L••IL
Roles
1 current, 1 past
Investments attributed to this person
0
No investment attributed yet. Attribution needs a source naming this person on the deal: a quote, a board seat, a portfolio page credit.
Board seats and vehicles
0 boards, 0 vehicles
None on record.
Timeline
2
  1. Dec 19, 2019
    D•••• T••••• M•••• (Chief Financial Officer) no longer on Schedule A of C•••••• A•••• M••••••••• L••
    Person left Inference SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jan 1, 2018
    D•••• T••••• M•••• joined Schedule A of C•••••• Wealth Advisors as Chief Financial Officer
    Person joined Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)