# Stifel Financial: portfolio, investments and team > Stifel Financial is a vc firm based in United States. 1 investment on record, latest Mar 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/stifel-financial-corp (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Stifel Financial Last cheque observed Mar 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet VC firm Seed Series A Growth Machine Learning Transportation Banking Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **4254** days **00** hrs **00** min **00** sec Median round **$100M** Rounds led **0 of 1** Pitch Stifel Financial ## Stifel Financial highlights - 01 1 rounds on record - 02 Mostly Debt: 100% of its rounds ## What they do - **Type:** VC firm (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Growth - **Sectors:** Machine Learning Transportation Banking - **Based in:** St. Louis, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2015** 1 round - **Mar** **[IXIA](https://millionrounds.com/company/ixia)** Debt · US **$100M** With 3 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **15 named** AS **Adam Scott Melinger** Rosfp - Pcg i Form ADV CE **Charles Edward Dodson** CCO Advisory Services i Form ADV DD **David Dean Sliney** Senior Vice President & Director i Form ADV DW **Douglas Wayne Noll** Principal Operations Officer i Form ADV FR **Frederick Richard Schrick** Principal Financial Officer i Form ADV GC **Geoffrey Clyde Bright** CCO i Form ADV GV **Geoffrey Valentino** Clo i Form ADV GE **Gina Elizabeth Hyde** Chief Compliance Officer - Capital Markets i Form ADV HJ **Howard Jacob Rosen** COO i Form ADV JM **James Mark Zemlyak** Executive Vice President & Director i Form ADV MP **Mark Philip Fisher** General Counsel, Secretary i Form ADV PR **Patrick Rodgers Brooks** Rosfp - Capital Markets i Form ADV PJ **Paul Joseph Ayd** Chief Compliance Officer - Capital Markets i Form ADV RJ **Ronald James Kruszewski** President, Chief Executive Office & Chairman of the Board i Form ADV VJ **Victor John Nesi** Executive Vice President & Director i Form ADV We also hold **227** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$198B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Intyce, LLC - **SEC number:** CRD 793 Funds on its Form ADV **23** private funds, **$267M** in gross assets · filed Nov 2024 Feeder into private equity f **15** Feeder into real estate inve **2** Fund of private equity fund **1** - RC IV LLC *Feeder into private equity f* 59 investors $53M - KCP Liberty City Ventures L.P. *Feeder into private equity f* 75 investors $28M - KCP Bridge 33 Fund L.P. *Feeder into real estate inve* 47 investors $22M - LEG IV and Opportunities Fund, LLC *Fund of private equity fund* 39 investors $21M - RC V, LLC *Feeder into private equity f* 20 investors $15M - KCP Finback L.P. *Feeder into private equity f* 32 investors $14M - KCP Seaside Equity Fund L.P. *Feeder into private equity f* 40 investors $13M - KCP North Branch Fund L.P. *Feeder into private equity f* 33 investors $12M - KCP Valiant Peregrine Fund L.P. *Feeder into private equity f* 19 investors $11M - LEG II, LLC *Feeder into private equity f* 36 investors $11M And 13 more on the filing. ## What they claim to have backed From their own portfolio page (on their website) **0** of 6 we have independently watched raise FINRA FINRA BrokerCheck KBW Listen Openings by Location SIPC Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. ## Companies it bought Acquisitions by the firm itself **Eaton Partners** **Undisclosed** Nov 2015 **Sterne Agee** **$150M** Feb 2015 ## The cheque Seed Series A Growth Median round joined **$100M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Mar 2015 Rounds by stage said on their site - Debt *1* - Seed said *-* - Series A said *-* - Growth said *-* **Pitching Stifel Financial?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Stifel Financial ### What does Stifel Financial invest in? Stifel Financial invests most often at Debt (100% of the rounds on record), in sectors such as Machine Learning, Transportation and Banking. ### How active is Stifel Financial? 1 investments on record, 0 of them in the last 12 months. The most recent was in Mar 2015. ### How big are Stifel Financial's cheques? The median round it joins is $100M. ### Is Stifel Financial investing now? No investments in the last 12 months; the latest was in Mar 2015. ### What kind of investor is Stifel Financial? Stifel Financial is a VC firm based in St. Louis, United States. ### How much does Stifel Financial manage? About $198B, as regulatory assets under management (Oct 2026). ### When was Stifel Financial founded? Stifel Financial was founded in 1890. ### Where does this information on Stifel Financial come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. 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