DFX Intelligence

J•••••• T••••••• O••••••••• L• •••••• D•: private fund on the ria / wealth management graph | DFX Data Factory

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

J•••••• T••••••• O••••••••• L• •••••• D•

advised by J•••••• I••••••••• C••••••

Delaware, United States

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Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2021 to Mar 31, 2021
1 observations

Across DFX

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

Private Equityidentity

J•••••• T••••••• O••••••••• L• •••••• D•

Private equity fund · key_adv_fund_id, shared_adv_fund_id

Facts

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

Adviser: J•••••• I••••••••• C••••••CRD 170814
Fund type: Private Equity Fund
Latest reported GAV: $18.7M••• Locked
Peak reported GAV: $18.7M
Beneficial owners: 9
Minimum investment: $25,000
Owned by the adviser: 1500%
Owned by funds of funds: 0%
Owned by non-US persons: 4800%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 31, 2021	$18.7M	9	$25,000	1500.0%	yes	J•••••• T••••••• O••••••••• L• •••••• D•

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
I••••••••• B•••••• C••••	I••••••••• B•••••• C••••	Greenwich	Connecticut	United States	no	8-53615
T• B•••	T• B••• U••• N•••	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← J•••••• I••••••••• C••••••Registered adviserPrivate Equity Fund, IA, no longer reported
Mar 31, 2021 to Mar 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 31, 2021
Last observed: Mar 31, 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.