DFX Intelligence

P•••••• W••• M•••• I• F••• 1• L•: private fund on the ria / wealth management graph | DFX Data Factory

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

P•••••• W••• M•••• I• F••• 1• L•

advised by P•••••• W••• IP INVESTMENT MANAGEMENT LLC

Delaware, United States

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Search this name across graphsid dfx:ria:f2e0cab2-5e49-ae43-f580-f6eb34d49c4e

Data as of May 17, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jul 28, 2017 to May 17, 2024
14 observations

Across DFX

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

Private Equityidentity

P•••••• W••• M•••• I• F••• 1• 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•••••• W••• IP INVESTMENT MANAGEMENT LLCCRD 288266
Fund type: Private Equity Fund
Latest reported GAV: $533M••• Locked
Peak reported GAV: $533M
Beneficial owners: 24
Minimum investment: $5.0M
Owned by the adviser: 9500%
Owned by funds of funds: 100%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
May 17, 2024	$533M	24

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
J••• M••••• S••••••••• L••	J••• M••••• S••••••••• L••	NEW YORK	New York	United States	no	8-35008
M••••• S••••••	M••••• S•••••• S•••• B••••• L••	NEW YORK	New York	United States	no	8-68191

Relationships

Advises (1)

← P•••••• W••• IP INVESTMENT MANAGEMENT LLCRegistered adviserPrivate Equity Fund, IA
Jul 28, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2e0cab2-5e49-ae43-f580-f6eb34d49c4e
First observed: Jul 28, 2017
Last observed: May 17, 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.