DFX Intelligence

Data Factory

C••••••• 2••• H••••••• T•• C••••• F••• L•••••• P•••••••••: private fund on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthPrivate fundreal estate fund3(c)(1)3(c)(7)fund of fundsdropped

C••••••• 2••• H••••••• T•• C••••• F••• L•••••• P•••••••••

advised by C••••••• TAX CREDIT ADVISORS

Massachusetts, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90f974a0-89bd-1fba-ba2c-7f0c54ea3e50

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 31, 2015 to Mar 31, 2022
15 observations

Across DFX

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

Private Creditidentity

C••••••• 2••• H••••••• T•• C••••• F••• L•••••• P•••••••••

Credit fund · shared adv fund id

Real Estate Fundsidentity

C••••••• 2••• H••••••• T•• C••••• F••• L•••••• P•••••••••

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: C••••••• TAX CREDIT ADVISORSCRD 151461
Fund type: Real Estate Fund
Latest reported GAV: $421,697gross asset value on Schedule D 7.B(1), as of 2022-03-31; never fund size
Peak reported GAV: $9.5M
Beneficial owners: 1
Minimum investment: $0
Owned by the adviser: 100%
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
Mar 31, 2022

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
CITIZENS BANK	CITIZENS BANK, N.A.	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← C••••••• TAX CREDIT ADVISORSRegistered adviserReal Estate Fund, IA, no longer reported
Mar 31, 2015 to Mar 31, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90f974a0-89bd-1fba-ba2c-7f0c54ea3e50
First observed: Mar 31, 2015
Last observed: Mar 31, 2022 54 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.