DFX Intelligence
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Reading the graph
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advised by R••••••• V•••••••
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | $812M | 48 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | SAN FRANCISCO | California | United States | no | 8-7221 |
| M••••• S•••••• | M••••• S•••••• S•••• B••••• L•• | Orinda | California | United States | no | 8-68191 |
| R•••••• J•••• • A••••••••• I••• | R•••••• J•••• • A••••••••• I••• | SAN FRANCISCO |
| 100.0% |
| n/a |
| F••• A•••• |
| Mar 30, 2024 | $991M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 31, 2023 | $978M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 31, 2022 | $1.1B | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 31, 2021 | $676M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 31, 2020 | $535M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 28, 2019 | $416M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 15, 2018 | $327M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 17, 2017 | $205M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| Mar 30, 2016 | $55.4M | 47 | $250,000 | 100.0% | yes | F••• A•••• |
| United States |
| no |
| 8-10999 |
| S•••••• V••••• B••• | S•••••• V••••• B••• | SANTA CLARA | California | United States | no | n/a |