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M•••••••• B••••• F•••• I••••• F•••: private fund on the ria / wealth management graph | DFX Data Factory

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

M•••••••• B••••• F•••• I••••• F•••

advised by M•••••••• B••••• INVESTMENTS INC.

Canada

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Search this name across graphsid dfx:ria:9f71a1a7-ceac-7c17-c864-036679f825d8

Data as of Feb 28, 2013 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Feb 28, 2013
2 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: M•••••••• B••••• INVESTMENTS INC.CRD 154475
Fund type: PRIVATE F•••• I••••• FUND
Latest reported GAV: $166Mgross asset value on Schedule D 7.B(1), as of 2013-02-28; never fund size
Peak reported GAV: $166M
Beneficial owners: 525
Minimum investment: $150,000
Owned by the adviser: 0%
Owned by funds of funds: 400%
Owned by non-US persons: 10000%

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
Feb 28, 2013	$166M	525

Relationships

Advises (1)

← M•••••••• B••••• INVESTMENTS INC.Registered adviserOther Private Fund, IA, no longer reported
Mar 29, 2012 to Feb 28, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f71a1a7-ceac-7c17-c864-036679f825d8
First observed: Mar 29, 2012
Last observed: Feb 28, 2013 165 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.