DFX Intelligence

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RIA / WealthPrivate fundother private fund3(c)(7)dropped

S••••••• A•••••• I••• S••••• I••• A• S••••••• A•••••• O• H••••••• L••• I•••••••• C•••••• • S•• H•••• G••••••••• I•••••••• S••••••

advised by H••••••• I••••••••• M••••••••• C••••••

Connecticut, United States

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Search this name across graphsid dfx:ria:74e486bc-045f-f510-5bcf-a00bd976930d

Data as of Nov 15, 2018 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2013 to Nov 15, 2018
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Adviser: H••••••• I••••••••• M••••••••• C••••••CRD 106699
Fund type: ••• Locked
Latest reported GAV: $30.2M••• Locked
Peak reported GAV: $30.9M
Beneficial owners: 1
Minimum investment: $0
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
S•••• S••••• G••••• S•••••••	S•••• S••••• G••••• S•••••••	KANSAS CITY	Missouri	United States	no	n/a

Relationships

Advises (1)

← H••••••• I••••••••• M••••••••• C••••••Registered adviserOther Private Fund, IA, no longer reported
Feb 26, 2013 to Nov 15, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74e486bc-045f-f510-5bcf-a00bd976930d
First observed: Feb 26, 2013
Last observed: Nov 15, 2018 95 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.