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RIA / WealthPrivate fundprivate equity fund3(c)(7)

DIRECT INDEX EDGE LLC

California, 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:92b11c4b-e93a-99f2-3fe7-df2bec6ea953

Data as of Aug 14, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Aug 14, 2024 to Aug 14, 2024
1 observations

Across DFX

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

Private Equityidentity

Direct Index Edge LLC

Private equity fund · shared adv fund id

Facts

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

Fund type: Private Equity Fund
Latest reported GAV: $0gross asset value on Schedule D 7.B(1), as of 2024-08-14; never fund size
Peak reported GAV: $0
Beneficial owners: 1
Minimum investment: $100,000
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: California, United States
First reported: Aug 14, 2024
Last reported: Aug 14, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 1
Fund id: 805-2775560074

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
Aug 14, 2024	$0	1	$100,000	10000.0%	yes	DIRECT INDEX EDGE LLC

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Irvine	California	United States	no	n/a

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92b11c4b-e93a-99f2-3fe7-df2bec6ea953
First observed: Aug 14, 2024
Last observed: Aug 14, 2024 25 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.

DIRECT INDEX EDGE LLC

California, 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:92b11c4b-e93a-99f2-3fe7-df2bec6ea953

Data as of Aug 14, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Aug 14, 2024

$100,000

10000.0%

yes

DIRECT INDEX EDGE LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

WELLS FARGO ADVISORS

Irvine

California

United States

n/a