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

Mbi Co-Invest Fund, LP

Private Equity Fundadvised byBear Stearns Asset Management Inc.no RAUM805-1300960354no longer reportedIAPD
Gross asset value
$34.2M
as of Mar 30, 2016; not a fund size
Peak GAV
$34.7M
highest filing
Owners
4
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
97%
Reported
8 filings
Mar 31, 2015 to Mar 30, 2016
Reporting history
one row per Form ADV filing
Gross asset value$34.2M as of Mar 30, 2016
Mar 31, 2015$34.7M then
Owners4 as of Mar 30, 2016
Mar 31, 20154 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-229440reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Citizens Bank, Na
    Riverside, Rhode Island
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
0.0%reportedadviser and related persons