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

B•••••••• C•• I• L•

Other Private Fundadvised byB•••••••• C•••••• A••••••• L••asset manager805-1246026810no longer reportedIAPD
Gross asset value
$353M
as of Jan 28, 2019; not a fund size
Peak GAV
$353M
highest filing
Owners
1
beneficial owners reported
Minimum investment
$50.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
5 filings
Aug 15, 2017 to Jan 28, 2019
Reporting history
one row per Form ADV filing
Gross asset value$353M as of Jan 28, 2019
Aug 15, 2017$25.0M then
Owners1 as of Jan 28, 2019
Aug 15, 20171 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-294067reportedthe join to the Form D offering
Type as written
PLATFORM/FUND OF FUNDSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • US Bank
    Milwaukee, Wisconsin
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
not on the adviser's later filingsderived
Share
0.0%reportedadviser and related persons