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

ALDERWOOD INCOME AND GROWTH FUND

Cayman Islands

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28b520b7-0ba7-2afb-b0ea-d08d60b314ed

Data as of Sep 6, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: May 19, 2021 to Sep 6, 2022
3 observations

Across DFX

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

Private Equityidentity

Alderwood Income and Growth Fund

Private equity fund · shared adv fund id

Facts

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

Fund type: Private Equity Fund
Latest reported GAV: $0gross asset value on Schedule D 7.B(1), as of 2022-09-06; never fund size
Peak reported GAV: $0
Beneficial owners: 9
Minimum investment: $10.0M
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 1800%
Clients solicited: no
Organised in: Cayman Islands
First reported: May 19, 2021
Last reported: Sep 6, 2022fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-8867422906

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 6, 2022	$0	9	$10.0M	10000.0%	yes	ALDERWOOD INCOME AND GROWTH FUND
Mar 18, 2022	$0	9	$10.0M	10000.0%	yes	ALDERWOOD INCOME AND GROWTH FUND
May 19, 2021	$0	9	$10.0M	10000.0%	yes	ALDERWOOD INCOME AND GROWTH FUND

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) LIMITED	NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) LIMITED	Dublin	n/a	Ireland	no	n/a

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28b520b7-0ba7-2afb-b0ea-d08d60b314ed
First observed: May 19, 2021
Last observed: Sep 6, 2022 49 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.

ALDERWOOD INCOME AND GROWTH FUND

Cayman Islands

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28b520b7-0ba7-2afb-b0ea-d08d60b314ed

Data as of Sep 6, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 6, 2022

$10.0M

10000.0%

yes

ALDERWOOD INCOME AND GROWTH FUND

Mar 18, 2022

$10.0M

10000.0%

yes

ALDERWOOD INCOME AND GROWTH FUND

May 19, 2021

$10.0M

10000.0%

yes

ALDERWOOD INCOME AND GROWTH FUND

Custodian

Legal name

City

State

Country

Related person

SEC number

NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) LIMITED

Dublin

n/a

Ireland

n/a