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G••••••• P•••••• E••••• F••• L••• I••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthP•••••• fundprivate equity fund3(c)(1)

G••••••• P•••••• E••••• F••• L••• I••••

advised by ADVENT-MORRO EQUITY PARTNERS, INC.

Delaware, United States

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Search this name across graphsid dfx:ria:651cd33f-bb71-f28f-7a5d-2a389975a977

Data as of Sep 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Aug 16, 2017 to Sep 26, 2024
12 observations

Across DFX

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

Private Equityidentity

G••••••• P•••••• E••••• F••• L••• I••••

P•••••• equity fund · shared adv fund id

Venture Capitalidentity

G••••••• P•••••• E••••• F••• L••• I••••

Venture fund · shared adv fund id

Facts

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

Adviser: ADVENT-MORRO EQUITY PARTNERS, INC.CRD 162930
Fund type: P•••••• Equity Fund
Latest reported GAV: $8.0Mgross asset value on Schedule D 7.B(1), as of 2024-09-26; never fund size
Peak reported GAV: $9.9M
Beneficial owners: 3
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
Sep 26, 2024	$8.0M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BANCO POPULAR DE PUERTO RICO	BANCO POPULAR DE PUERTO RICO	SAN JUAN	Puerto Rico	United States	no	n/a
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Guaynabo	Puerto Rico	United States	no	8-7221
MORGAN STANLEY	MORGAN STANLEY SMITH BARNEY LLC

Relationships

Advises (1)

← ADVENT-MORRO EQUITY PARTNERS, INC.Registered adviserP•••••• Equity Fund, ERA
Aug 16, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:651cd33f-bb71-f28f-7a5d-2a389975a977
First observed: Aug 16, 2017
Last observed: Sep 26, 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.