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B••••••••• I••••••••• T•••• • D••••••••• C••••••• P••••••••: private fund on the ria / wealth management graph | DFX Data Factory

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

B••••••••• I••••••••• T•••• • D••••••••• C••••••• P••••••••

advised by B••••••••• GLOBAL INVESTMENT MANAGEMENT, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:826f9c10-c899-a3b2-d694-40c390a2368a

Data as of Dec 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2021 to Dec 20, 2024
14 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: B••••••••• GLOBAL INVESTMENT MANAGEMENT, LLCCRD 110783
Fund type: DELAWARE STATUTORY TRUST
Latest reported GAV: $24.1Mgross asset value on Schedule D 7.B(1), as of 2024-12-20; never fund size
Peak reported GAV: $24.1M
Beneficial owners: 7
Minimum investment: $1.0M
Owned by the adviser: 10000%
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 20, 2024

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
THE BANK OF NEW YORK MELLON	THE BANK OF NEW YORK MELLON	Everett	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← B••••••••• GLOBAL INVESTMENT MANAGEMENT, LLCRegistered adviserOther Private Fund, IA
Jun 28, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:826f9c10-c899-a3b2-d694-40c390a2368a
First observed: Jun 28, 2021
Last observed: Dec 20, 2024 21 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.