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G•••• J• C••••••••• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)dropped

G•••• J• C••••••••• L••

advised by LEONARD G•••• & PARTNERS, L.P.

Delaware, United States

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Search this name across graphsid dfx:ria:3160302a-7d58-26af-7151-3988c32aead9

Data as of Jul 14, 2014 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 14, 2012 to Jul 14, 2014
7 observations

Across DFX

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

Private Equityidentity

G•••• J• C••••••••• 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: LEONARD G•••• & PARTNERS, L.P.CRD 158164
Fund type: Private Equity Fund
Latest reported GAV: $8.0Mgross asset value on Schedule D 7.B(1), as of 2014-07-14; never fund size
Peak reported GAV: $8.1M
Beneficial owners: 37
Minimum investment: $0
Owned by the adviser: 1600%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

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
Jul 14, 2014	$8.0M	37

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SANTA MONICA	California	United States	no	8-7221
WELLS FARGO BANK, N.A.	WELLS FARGO BANK, N.A.	SAN FRANCISCO	California	United States	no	n/a

Relationships

Advises (1)

← LEONARD G•••• & PARTNERS, L.P.Registered adviserPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Jul 14, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3160302a-7d58-26af-7151-3988c32aead9
First observed: Feb 14, 2012
Last observed: Jul 14, 2014 148 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.