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

STRATEGIC WEALTH PARTNERSCRD 174052

Fund type

POOLED FUND

Latest reported GAV

$13.2Mgross asset value on Schedule D 7.B(1), as of 2022-02-02; never fund size

Peak reported GAV

$18.2M

Beneficial owners

53

Minimum investment

$100,000

Owned by the adviser

300%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-209142an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Mar 29, 2017

Last reported

Feb 2, 2022fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

29

Fund id

805-1977591784

Graph

RIA / Wealth Management

Canonical id

dfx:ria:040bc27f-a3d2-4239-b994-282c8c9e1d9f

First observed

Mar 29, 2017

Last observed

Feb 2, 2022 56 months 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.