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

221 SHB

advised by HARRIS PRESTON & PARTNERS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:fe9f0b21-49bb-535a-d395-c5fb70ea06da

Data as of Apr 16, 2014 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 2, 2014 to Apr 16, 2014
3 observations

Across DFX

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

Private Equityidentity

221 Shb

Private equity fund · shared adv fund id

Facts

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

Adviser: HARRIS PRESTON & PARTNERS, LLCCRD 160068
Fund type: Private Equity Fund
Latest reported GAV: $1.5Mgross asset value on Schedule D 7.B(1), as of 2014-04-16; never fund size
Peak reported GAV: $1.5M
Beneficial owners: 26
Minimum investment: $50,000
Owned by the adviser: 1100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Apr 2, 2014
Last reported: Apr 16, 2014fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-3050798290

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
Apr 16, 2014	$1.5M	26	$50,000	1100.0%	no	221 SHB
Apr 16, 2014	$1.5M	26	$50,000	1100.0%	no	221 SHB
Apr 2, 2014	$1.5M	26	$50,000	1100.0%	no	221 SHB

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
THE KINGDOM TRUST COMPANY	THE KINGDOM TRUST COMPANY	Murray	Kentucky	United States	no	n/a

Relationships

Advises (1)

← HARRIS PRESTON & PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Apr 2, 2014 to Apr 16, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe9f0b21-49bb-535a-d395-c5fb70ea06da
First observed: Apr 2, 2014
Last observed: Apr 16, 2014 151 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.

221 SHB

advised by HARRIS PRESTON & PARTNERS, LLC

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:fe9f0b21-49bb-535a-d395-c5fb70ea06da

Data as of Apr 16, 2014 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Apr 16, 2014

$1.5M

$50,000

1100.0%

221 SHB

Apr 16, 2014

$1.5M

$50,000

1100.0%

221 SHB

Apr 2, 2014

$1.5M

$50,000

1100.0%

221 SHB

Custodian

Legal name

City

State

Country

Related person

SEC number

THE KINGDOM TRUST COMPANY

Murray

Kentucky

United States

n/a