This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

LIBERTY WEALTH MANAGEMENT, LLCCRD 286001

Fund type

CONDUIT FUND

Latest reported GAV

$5.0Mgross asset value on Schedule D 7.B(1), as of 2026-09-02; never fund size

Peak reported GAV

$9.6M

Beneficial owners

32

Minimum investment

$250,000

Owned by the adviser

10000%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-1934874an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Master fund

805-4171366387

Organised in

Delaware, United States

First reported

Nov 14, 2022

Last reported

Sep 2, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

17

Fund id

805-6882627374

Graph

RIA / Wealth Management

Canonical id

dfx:ria:02e3ab9f-3135-8c28-4db9-4ad463a021a2

First observed

Nov 14, 2022

Last observed

Sep 2, 2026 19 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.