DFX Intelligence

Data Factory

U••••• S••••• D••• R••••••• X•••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

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

U••••• S••••• D••• R••••••• X•••• L•••

advised by USDR INVESTMENT MANAGEMENT

Delaware, United S•••••

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:b01cc9c5-a63e-4c13-590d-6f27cec996ae

Data as of Oct 31, 2019 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 16, 2017 to Oct 31, 2019
4 observations

Across DFX

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

Private Equityidentity

U••••• S••••• D••• R••••••• X•••• L•••

Private equity fund · shared adv fund id

Private Creditidentity

U••••• S••••• D••• R••••••• X•••• L•••

Credit fund · shared adv fund id

Facts

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

Adviser: USDR INVESTMENT MANAGEMENTCRD 157472
Fund type: Private Equity Fund
Latest reported GAV: $8.0Mgross asset value on Schedule D 7.B(1), as of 2019-10-31; never fund size
Peak reported GAV: $13.9M
Beneficial owners: 52
Minimum investment: $500,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

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
Oct 31, 2019	$8.0M	52

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
PERSHING LLC	PERSHING LLC	NEW YORK	New York	United S•••••	no	8-17574

Relationships

Advises (1)

← USDR INVESTMENT MANAGEMENTRegistered adviserPrivate Equity Fund, IA
Mar 16, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b01cc9c5-a63e-4c13-590d-6f27cec996ae
First observed: Mar 16, 2017
Last observed: Oct 31, 2019 83 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.