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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Private fund

T•• W••••• M••••• F••• ••••••••• S••

Gross asset value
$33.4M
as of Aug 20, 2024; not a fund size
Peak GAV
$700M
highest filing
Owners
18
beneficial owners reported
Minimum investment
$20.0M
as reported
Adviser and related own
50%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
100%
Reported
44 filings
Jul 24, 2014 to Aug 20, 2024
Reporting history
one row per Form ADV filing
Gross asset value$33.4M as of Aug 20, 2024
Jul 24, 2014$279M then
Owners18 as of Aug 20, 2024
Jul 24, 201440 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
master fundreported
Fund of funds
yesreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-312699reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • The Bank Of New York Mellon Sa/Nv
    London, United Kingdom · LEI 2138003M4V7DO3SDTS42
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
50%reportedadviser and related persons