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

POTENTIA MIT I TRUST

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:3e906d29-55da-4f56-48d2-1ed52999f293

Data as of Sep 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Aug 18, 2021 to Sep 30, 2024
4 observations

Across DFX

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

Private Equityidentity

Potentia Mit I Trust

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: $72.0Mgross asset value on Schedule D 7.B(1), as of 2024-09-30; never fund size
Peak reported GAV: $78.6M
Beneficial owners: 12
Minimum investment: $500,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 5500%
Clients solicited: no
Organised in: Australia
First reported: Aug 18, 2021
Last reported: Sep 30, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-7029075888

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	$72.0M	12	$500,000	100.0%	no	POTENTIA MIT I TRUST
Sep 27, 2023	$77.7M	12	$500,000	100.0%	no	POTENTIA MIT I TRUST
Sep 29, 2022	$78.6M	12	$500,000	100.0%	no	POTENTIA MIT I TRUST
Aug 18, 2021	$25.5M	11	$500,000	100.0%	no	POTENTIA MIT I TRUST

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:3e906d29-55da-4f56-48d2-1ed52999f293
First observed: Aug 18, 2021
Last observed: Sep 30, 2024 24 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 MIT I TRUST

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:3e906d29-55da-4f56-48d2-1ed52999f293

Data as of Sep 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 30, 2024

$72.0M

$500,000

100.0%

POTENTIA MIT I TRUST

Sep 27, 2023

$77.7M

$500,000

100.0%

POTENTIA MIT I TRUST

Sep 29, 2022

$78.6M

$500,000

100.0%

POTENTIA MIT I TRUST

Aug 18, 2021

$25.5M

$500,000

100.0%

POTENTIA MIT I TRUST