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P••••••• V••••••• R••• E••••• S••••••••• V• B• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundreal estate fund3(c)(1)fund of funds

P••••••• V••••••• R••• E••••• S••••••••• V• B• L••

advised by P••••••• INVESTMENTS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:f69317dc-2b4c-1056-a927-66f34657b412

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 27, 2020 to Mar 29, 2024
13 observations

Across DFX

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

Real Estate Fundsidentity

P••••••• V••••••• R••• E••••• S••••••••• V• B• L••

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: P••••••• INVESTMENTS, LLCCRD 159261
Fund type: R••• E••••• Fund
Latest reported GAV: $58.9Mgross asset value on Schedule D 7.B(1), as of 2024-03-29; never fund size
Peak reported GAV: $58.9M
Beneficial owners: 39
Minimum investment: $79,154
Owned by the adviser: 0%
Owned by funds of funds: 5500%
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
Mar 29, 2024	$58.9M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BMO HARRIS BANK, N.A.	BMO HARRIS BANK, N.A.	Chicago	Illinois	United States	no	n/a

Relationships

Advises (1)

← P••••••• INVESTMENTS, LLCRegistered adviserR••• E••••• Fund, IA
Mar 27, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f69317dc-2b4c-1056-a927-66f34657b412
First observed: Mar 27, 2020
Last observed: Mar 29, 2024 30 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.