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.
Private fund
Stifel Access (Law Finance Group)LP
Gross asset value
$4.6M
as of Nov 21, 2024; not a fund size
Peak GAV
$4.8M
highest filing
Owners
27
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
100%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
9%
Reported
33 filings
Mar 31, 2022 to Nov 21, 2024
Reporting history
one row per Form ADV filing
Gross asset value$4.6M as of Nov 21, 2024
Mar 31, 2022$4.8M then
Owners27 as of Nov 21, 2024
Mar 31, 202227 then
Structure
- Exclusion
- 3(c)(1), up to 100 ownersreported
- Master or feeder
- standalonereported
- Fund of funds
- noreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- noreported
- Form D file number
- 021-44053reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Stifel, Nicolaus & Company, IncorporatedSt. Louis, Missouri · related person of the adviser
Across DFX
shared identifiers only
- Stifel Access (law Finance Group)lp · peshared adv fund id
- Stifel Access (law Finance Group)lp · vcshared adv fund id
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
- 100%reportedadviser and related persons