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B•••• A••••••• I•••••••• 2••• • P•••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(7)fund of fundsdropped

B•••• A••••••• I•••••••• 2••• • P•••• L•••

advised by B•••• ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Delaware, United States

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Search this name across graphsid dfx:ria:74799a62-97c3-92d8-e409-07343d9cb951

Data as of Dec 19, 2018 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 16, 2012 to Dec 19, 2018
23 observations

Across DFX

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

Private Equityidentity

B•••• A••••••• I•••••••• 2••• • P•••• L•••

Private equity fund · shared adv fund id

Facts

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

Adviser: B•••• ADVISORY INVESTMENT SOLUTIONS GROUP LLCCRD 124612
Fund type: Private Equity Fund
Latest reported GAV: $19,318gross asset value on Schedule D 7.B(1), as of 2018-12-19; never fund size
Peak reported GAV: $5.8M
Beneficial owners: 36
Minimum investment: $250,000
Owned by the adviser: 3200%
Owned by funds of funds: 0%
Owned by non-US persons

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
Dec 19, 2018

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
U.S. BANK	U.S. BANCORP	Minneapolis	Minnesota	United States	no	n/a

Relationships

Advises (1)

← B•••• ADVISORY INVESTMENT SOLUTIONS GROUP LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Mar 16, 2012 to Dec 19, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74799a62-97c3-92d8-e409-07343d9cb951
First observed: Mar 16, 2012
Last observed: Dec 19, 2018 94 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.