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

Orcm Helium LP

Private Equity Fundadvised byOff Road Capital Management LLCasset manager805-1443286880IAPD
Gross asset value
$102M
as of Mar 27, 2024; not a fund size
Peak GAV
$106M
highest filing
Owners
45
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
16%
of the fund
Owned by funds
13%
fund-of-funds interests
Non-US owners
1%
Reported
11 filings
Mar 31, 2021 to Mar 27, 2024
Reporting history
one row per Form ADV filing
Gross asset value$102M as of Mar 27, 2024
Mar 31, 2021$33.0M then
Owners45 as of Mar 27, 2024
Mar 31, 202144 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
yes, 0% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Citibank, N.A.
    New York, New York
  • Customers Bank
    New York, New York
Across DFX
shared identifiers only
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
16%reportedadviser and related persons