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

UWHARRIE LOAN POOL I, LLC

advised by UWHARRIE INVESTMENT ADVISORS, INC.

North Carolina, 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:c8ad1d1e-c7d4-825c-57f3-005c250b9ef9

Data as of Mar 28, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 28, 2012 to Mar 28, 2013
2 observations

Across DFX

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

Private Equityidentity

Uwharrie Loan Pool I, LLC

Private equity fund · shared adv fund id

Private Creditidentity

UWHARRIE LOAN POOL I, LLC

Credit fund · shared adv fund id

Facts

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

Adviser: UWHARRIE INVESTMENT ADVISORS, INC.CRD 117592
Fund type: Private Equity Fund
Latest reported GAV: $1.3Mgross asset value on Schedule D 7.B(1), as of 2013-03-28; never fund size
Peak reported GAV: $2.2M
Beneficial owners: 6
Minimum investment: $100,000
Owned by the adviser: 1500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-1360103an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: North Carolina, United States
First reported: Mar 28, 2012
Last reported: Mar 28, 2013fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-5873285252

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
Mar 28, 2013	$1.3M	6	$100,000	1500.0%	no	UWHARRIE LOAN POOL I, LLC
Mar 28, 2012	$2.2M	10	$100,000	900.0%	no	UWHARRIE LOAN POOL I, LLC

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF STANLY	BANK OF STANLY	Albemarle	North Carolina	United States	yes	n/a

Relationships

Advises (1)

← UWHARRIE INVESTMENT ADVISORS, INC.Registered adviserPrivate Equity Fund, IA, no longer reported
Mar 28, 2012 to Mar 28, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8ad1d1e-c7d4-825c-57f3-005c250b9ef9
First observed: Mar 28, 2012
Last observed: Mar 28, 2013 164 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.

UWHARRIE LOAN POOL I, LLC

advised by UWHARRIE INVESTMENT ADVISORS, INC.

North Carolina, 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:c8ad1d1e-c7d4-825c-57f3-005c250b9ef9

Data as of Mar 28, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2013

$1.3M

$100,000

1500.0%

UWHARRIE LOAN POOL I, LLC

Mar 28, 2012

$2.2M

$100,000

900.0%

UWHARRIE LOAN POOL I, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF STANLY

Albemarle

North Carolina

United States

yes

n/a