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

POTENTIA CAPITAL TRUST IC

Australia

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:3101a9f5-e6d2-1fea-e7a9-ebc02ca9a74c

Data as of Sep 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Sep 29, 2022 to Sep 30, 2024
3 observations

Across DFX

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

Private Equityidentity

Potentia Capital Trust Ic

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: $3.8Mgross asset value on Schedule D 7.B(1), as of 2024-09-30; never fund size
Peak reported GAV: $4.3M
Beneficial owners: 69
Minimum investment: $500,000
Owned by the adviser: 2000%
Owned by funds of funds: 0%
Owned by non-US persons: 8700%
Clients solicited: no
Organised in: Australia
First reported: Sep 29, 2022
Last reported: Sep 30, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-4460060652

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 30, 2024	$3.8M	69	$500,000	2000.0%	yes	POTENTIA CAPITAL TRUST IC
Sep 27, 2023	$4.3M	69	$500,000	2000.0%	yes	POTENTIA CAPITAL TRUST IC
Sep 29, 2022	$0	69	$500,000	2000.0%	yes	POTENTIA CAPITAL TRUST IC

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:3101a9f5-e6d2-1fea-e7a9-ebc02ca9a74c
First observed: Sep 29, 2022
Last observed: Sep 30, 2024 23 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.

POTENTIA CAPITAL TRUST IC

Australia

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:3101a9f5-e6d2-1fea-e7a9-ebc02ca9a74c

Data as of Sep 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 30, 2024

$3.8M

$500,000

2000.0%

yes

POTENTIA CAPITAL TRUST IC

Sep 27, 2023

$4.3M

$500,000

2000.0%

yes

POTENTIA CAPITAL TRUST IC

Sep 29, 2022

$500,000

2000.0%

yes

POTENTIA CAPITAL TRUST IC