DFX Intelligence

C••••••• S••• F••• V•• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(7)

C••••••• S••• F••• V•• L•••

advised by C••••••• P•••••• A•••••••• L••

Delaware, United States

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Search this name across graphsid dfx:ria:1a58d66a-85a4-3507-d739-679661f4f259

Data as of Dec 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 14, 2021 to Dec 18, 2024
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C••••••• S••• F••• V•• L•••

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: C••••••• P•••••• A•••••••• L••CRD 283527
Fund type: Private Equity Fund
Latest reported GAV: $171M••• Locked
Peak reported GAV: $171M
Beneficial owners: 84
Minimum investment: $1.0M
Owned by the adviser: 400%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Dec 18, 2024	$171M	84

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
E••• W••• B•••	E••• W••• B•••	Pasadena	California	United States	no	n/a
K••••••• N•••	K••••••• N•••	Cleveland	Ohio	United States	no	n/a
U••• B••• G••••• C•••••••• T•••• S•••••••	U••• B•••• N•••	Minneapolis

Relationships

Advises (1)

← C••••••• P•••••• A•••••••• L••Registered adviserPrivate Equity Fund, IA
May 14, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a58d66a-85a4-3507-d739-679661f4f259
First observed: May 14, 2021
Last observed: Dec 18, 2024 21 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.