DFX Intelligence
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managed by Forum Partners Investment Management LLC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Report year | Filed | ADV fund type | GAV | Owners |
|---|---|---|---|---|
| 2024 | Apr 16, 2024 | Private Equity Fund | $8.2M | 23 |
| 2023 | Apr 10, 2023 | Private Equity Fund | $11.1M | 23 |
| 2022 | Apr 14, 2022 | Private Equity Fund | $13.2M | 23 |
| 2021 | Apr 1, 2021 | Private Equity Fund | $16.2M | 23 |
| 2020 | May 29, 2020 | Private Equity Fund | $42.3M | 23 |
| 2019 | Oct 14, 2019 | Private Equity Fund | $46.4M | 23 |
| 2018 | Sep 19, 2018 | Private Equity Fund | $131M | 23 |
| 2017 | Jun 7, 2017 | Real Estate Fund | $162M | 23 |
| 2016 | Dec 9, 2016 | Real Estate Fund | $331M | 22 |
| 2015 | Mar 27, 2015 | Real Estate Fund | $538M | 22 |
| 2014 | Mar 31, 2014 | Real Estate Fund | $538M | 22 |
| 2013 | Apr 17, 2013 | Real Estate Fund | $538M | 22 |
| 2012 | Feb 14, 2012 | Real Estate Fund | $545M | 22 |