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

D. E. Shaw Lithic Portfolios, L.L.C.

Hedge Fundadvised byD. E. Shaw Investment Management, L.L.C.asset manager805-1603431349IAPD
Gross asset value
$2.0B
as of Aug 9, 2024; not a fund size
Peak GAV
$2.0B
highest filing
Owners
42
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
2%
of the fund
Owned by funds
23%
fund-of-funds interests
Non-US owners
30%
Reported
11 filings
Nov 22, 2022 to Aug 9, 2024
Reporting history
one row per Form ADV filing
Gross asset value$2.0B as of Aug 9, 2024
Nov 22, 2022$639M then
Owners42 as of Aug 9, 2024
Nov 22, 202215 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
master fundreported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-452317reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Allspring Funds Management, LLC
    New York, New York · LEI 549300HDKZE50HZZOG90
  • Bank Of America, N.A.
    New York, New York · LEI B4TYDEB6GKMZO031MB27
  • Bank Of New York Mellon
    New York, New York · LEI HPFHU0OQ28E4N0NFVK49
  • Barclays Bank Plc
    London, United Kingdom · LEI G5GSEF7VJP5I7OUK5573
  • Barclays Capital Inc.
    New York, New York · LEI AC28XWWI3WIBK2824319
  • Hsbc Bank USA, N.A.
    New York, New York · LEI 1IE8VN30JCEQV1H4R804
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
2.0%reportedadviser and related persons