DFX Intelligence

M•••••• P•••••• E••••• O••••••••• F•••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthP•••••• fundprivate equity fund3(c)(7)

M•••••• P•••••• E••••• O••••••••• F•••• L•••

advised by M•••••• FINANCIAL P•••••• EQUITY ADVISORS, INC.

Delaware, United States

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Search this name across graphsid dfx:ria:977686b7-8a52-830d-dd8c-51035127531e

Data as of Jun 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 27, 2019 to Jun 25, 2024
11 observations

Across DFX

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

Private Equityidentity

M•••••• P•••••• E••••• O••••••••• F•••• L•••

P•••••• equity fund · shared adv fund id

Facts

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

Adviser: M•••••• FINANCIAL P•••••• EQUITY ADVISORS, INC.CRD 112084
Fund type: P•••••• Equity Fund
Latest reported GAV: $76.1M••• Locked
Peak reported GAV: $87.3M
Beneficial owners: 2
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 10000%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jun 25, 2024	$76.1M	2

Relationships

Advises (1)

← M•••••• FINANCIAL P•••••• EQUITY ADVISORS, INC.Registered adviserP•••••• Equity Fund, IA
Jun 27, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:977686b7-8a52-830d-dd8c-51035127531e
First observed: Jun 27, 2019
Last observed: Jun 25, 2024 27 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.