DFX Intelligence

J• H• W•••••• I•• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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

J• H• W•••••• I•• L•••

Delaware, United States

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Search this name across graphsid dfx:ria:af582c98-dc89-cf01-1948-934da384ec72

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 2
Observed: Mar 30, 2012 to Mar 30, 2017
6 observations

Across DFX

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

Private Equityidentity

J• H• W•••••• I•• L•••

Private equity fund · cited, shared adv fund id

Allocatorsidentity

J• H• W•••••• I•• L•••

Vehicle with allocator commitments · cited, 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: $1.0M••• Locked
Peak reported GAV: $32.5M
Beneficial owners: 111
Minimum investment: $5.0M
Owned by the adviser: 300%
Owned by funds of funds: 2000%
Owned by non-US persons: 1200%
Clients solicited: no
Organised in

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2017	$1.0M	111

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
C••••••• B•••	C••••••• B•••	SAN JOSE	California	United States	no	n/a
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	NEW YORK	New York	United States	no	8-7221

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:af582c98-dc89-cf01-1948-934da384ec72
First observed: Mar 30, 2012
Last observed: Mar 30, 2017 115 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.