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H•••••• P••••••• A• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

H•••••• P••••••• A• L••

advised by P••••••• POINT PARTNERS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:a7ce2017-74e5-4116-a606-70260c24c27e

Data as of May 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 30, 2015 to May 13, 2024
28 observations

Across DFX

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

Private Equityidentity

H•••••• P••••••• a• L••

Private equity fund · shared adv fund id

Facts

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

Adviser: P••••••• POINT PARTNERS, LLCCRD 165704
Fund type: Private Equity Fund
Latest reported GAV: $5.1Mgross asset value on Schedule D 7.B(1), as of 2024-05-13; never fund size
Peak reported GAV: $25.2M
Beneficial owners: 8
Minimum investment: $0
Owned by the adviser: 5700%
Owned by funds of funds: 0%
Owned by non-US persons: 2400%

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
May 13, 2024

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
ACCESS BANK	ACCESS BANK	Omaha	Nebraska	United States	no	n/a
FIRST REPUBLIC BANK	FIRST REPUBLIC BANK	MENLO PARK	California	United States	no	n/a

Relationships

Advises (1)

← P••••••• POINT PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Jun 30, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7ce2017-74e5-4116-a606-70260c24c27e
First observed: Jun 30, 2015
Last observed: May 13, 2024 28 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.