DFX Intelligence

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

FUND WINDOW

Ohio, United States

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:4c729e10-4eb0-d104-4836-baaa01675720

Data as of Mar 29, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2019 to Mar 29, 2023
6 observations

Across DFX

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

Private Equityidentity

Fund Window

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: $7.9Mgross asset value on Schedule D 7.B(1), as of 2023-03-29; never fund size
Peak reported GAV: $7.9M
Beneficial owners: 30
Minimum investment: $0
Owned by the adviser: 1100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-321335an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Ohio, United States
First reported: Mar 28, 2019
Last reported: Mar 29, 2023fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 6
Fund id: 805-3596174605

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
Mar 29, 2023	$7.9M	30	$0	1100.0%	yes	FUND WINDOW
Mar 31, 2022	$7.9M	30	$0	1100.0%	yes	FUND WINDOW
Mar 31, 2021	$7.9M	30	$0	1100.0%	yes	FUND WINDOW
Dec 24, 2020	$7.9M	30	$0	1100.0%	yes	FUND WINDOW
Mar 17, 2020	$7.9M	30	$0	1100.0%	yes	FUND WINDOW
Mar 28, 2019	$7.9M	30	$0	1200.0%	yes	FUND WINDOW

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:4c729e10-4eb0-d104-4836-baaa01675720
First observed: Mar 28, 2019
Last observed: Mar 29, 2023 42 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.

FUND WINDOW

Ohio, United States

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:4c729e10-4eb0-d104-4836-baaa01675720

Data as of Mar 29, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 29, 2023

$7.9M

1100.0%

yes

FUND WINDOW

Mar 31, 2022

$7.9M

1100.0%

yes

FUND WINDOW

Mar 31, 2021

$7.9M

1100.0%

yes

FUND WINDOW

Dec 24, 2020

$7.9M

1100.0%

yes

FUND WINDOW

Mar 17, 2020

$7.9M

1100.0%

yes

FUND WINDOW

Mar 28, 2019

$7.9M

1200.0%

yes

FUND WINDOW