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

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RIA / WealthPrivate fundother private fund3(c)(1)

G•••••••• R••••••••• L••

advised by BT WEALTH MANAGEMENT, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:60270be9-c3c9-7269-120a-93adfffd6e14

Data as of Mar 30, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 26, 2020 to Mar 30, 2021
3 observations

Across DFX

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

Private Creditidentity

G•••••••• R••••••••• L••

Credit fund · shared adv fund id

Facts

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

Adviser: BT WEALTH MANAGEMENT, LLCCRD 147729
Fund type: HOLDS STATE OF ILLINOIS CLAIMS
Latest reported GAV: $15.9Mgross asset value on Schedule D 7.B(1), as of 2021-03-30; never fund size
Peak reported GAV: $35.1M
Beneficial owners: 1
Minimum investment: $1.0M
Owned by the adviser: 0%
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
Mar 30, 2021	$15.9M	1

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
Iberiabank	Iberiabank	Atlanta	Georgia	United States	no	n/a

Relationships

Advises (1)

← BT WEALTH MANAGEMENT, LLCRegistered adviserOther Private Fund, IA
Mar 26, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60270be9-c3c9-7269-120a-93adfffd6e14
First observed: Mar 26, 2020
Last observed: Mar 30, 2021 66 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.