DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Private fund

Z••••• P•••••• I•••• F••• I• L•••

Private Equity Fundadvised byZ••••• M••••••••• L•••asset manager805-1164713356no longer reportedIAPD
Gross asset value
$1.8M
as of Dec 17, 2014; not a fund size
Peak GAV
$5.8M
highest filing
Owners
60
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
24%
of the fund
Owned by funds
10%
fund-of-funds interests
Non-US owners
12%
Reported
6 filings
Mar 30, 2012 to Dec 17, 2014
Reporting history
one row per Form ADV filing
Gross asset value$1.8M as of Dec 17, 2014
Mar 30, 2012$5.8M then
Owners60 as of Dec 17, 2014
Mar 30, 201263 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Deutsche Bank Ag
    Goregaon, India
  • Dms Bank & Trust Ltd.
    Grand Cayman, Cayman Islands
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
24%reportedadviser and related persons