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R••••••••• S•••••••• C••••• P••••••• A••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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

R••••••••• S•••••••• C••••• P••••••• A••• L•••

advised by R••••••••• INVESTMENT GROUP LLC

Cayman Islands

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Search this name across graphsid dfx:ria:55f77d11-2e9a-ca1d-3910-de3a541457bd

Data as of May 23, 2019 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 4
Observed: Mar 29, 2019 to May 23, 2019
2 observations

Across DFX

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

Private Equityidentity

R••••••••• S•••••••• C••••• P••••••• A••• L•••

Private equity fund · shared adv fund id

RIA / Wealth Managementidentity

R••••••••• S•••••••• C••••• P••••••• A••• L•••

Private fund · shared adv fund id

Private Creditidentity

R••••••••• S•••••••• C••••• P••••••• A••• L•••

Credit fund · shared adv fund id

Private Creditidentity

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: R••••••••• INVESTMENT GROUP LLCCRD 130849
Fund type: Private Equity Fund
Latest reported GAV: $645,389gross asset value on Schedule D 7.B(1), as of 2019-05-23; never fund size
Peak reported GAV: $645,389
Beneficial owners: 2
Minimum investment: $0
Owned by the adviser: 100%
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
May 23, 2019	$645,389	2

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
CITIGROUP GLOBAL MARKETS INC.	CITIGROUP GLOBAL MARKETS INC.	NEW YORK	New York	United States	no	8-8177
SILICON VALLEY BANK	SILICON VALLEY BANK	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← R••••••••• INVESTMENT GROUP LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Mar 29, 2019 to May 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55f77d11-2e9a-ca1d-3910-de3a541457bd
First observed: Mar 29, 2019
Last observed: May 23, 2019 89 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.