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
Delalv Portfolios, L.L.C.
Gross asset value
$1.5B
as of Aug 9, 2024; not a fund size
Peak GAV
$1.5B
highest filing
Owners
39
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
12%
of the fund
Owned by funds
4%
fund-of-funds interests
Non-US owners
58%
Reported
18 filings
Oct 23, 2020 to Aug 9, 2024
Reporting history
one row per Form ADV filing
Gross asset value$1.5B as of Aug 9, 2024
Oct 23, 2020$0 then
Owners39 as of Aug 9, 2024
Oct 23, 20200 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- master fundreported
- Fund of funds
- noreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- noreported
- Form D file number
- 021-371046reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Allspring Funds Management, LLCWilmington, Delaware · LEI 549300HDKZE50HZZOG90
- Banco Santander, S.A.Santander, Spain · LEI 5493006QMFDDMYWIAM13
- Barclays Bank PlcLondon, United Kingdom · LEI G5GSEF7VJP5I7OUK5573
- Barclays Capital Securities, Ltd.London, United Kingdom · LEI K9WDOH4D2PYBSLSOB484
- Bnp ParibasNew York, New York · LEI R0MUWSFPU8MPRO8K5P83
- Bofa Securities Inc.New York, New York · LEI 549300HN4UKV1E2R3U73
- Citigroup Global Markets Inc.New York, New York · LEI MBNUM2BPBDO7JBLYG310
- Hsbc Bank PlcLondon, United Kingdom · LEI MP6I5ZYZBEU3UXPYFY54
- Hsbc Bank USA, N.A.New York, New York · LEI 1IE8VN30JCEQV1H4R804
- Morgan Stanley & Co. International PlcLondon, United Kingdom · LEI 4PQUHN3JPFGFNF3BB653
- Morgan Stanley Bank, N.ASalt Lake City, Utah · LEI G1MLHIS0N32I3QPILB75
- UBS AgNew York, New York · LEI BFM8T61CT2L1QCEMIK50
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
- 12%reportedadviser and related persons