DFX Intelligence

C••••• H••• R••• E••••• O••••••••• P••••••• 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 fund

C••••• H••• R••• E••••• O••••••••• P••••••• L•

advised by C••••• FITZGERALD INVESTMENT ADVISORS

Delaware, United States

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:c4bccaf3-faaa-b2c6-2654-873a2978d544

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 0
Observed: Jul 15, 2026 to Jul 15, 2026
1 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: C••••• FITZGERALD INVESTMENT ADVISORSCRD 159296
Latest reported GAV: $13.6M••• Locked
Peak reported GAV: $13.6M
Beneficial owners: 2
Minimum investment: $1.0M
Owned by the adviser: 5000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Form D file number: 021-528937••• Locked

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:c4bccaf3-faaa-b2c6-2654-873a2978d544
First observed: Jul 15, 2026
Last observed: Jul 15, 2026 2 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.