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.

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Private fund

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Private Equity Fundadvised byP•••••••• H••••• A•••• M••••••••• L•••independent RIA805-1652517892no longer reportedIAPD
Gross asset value
$0
as of Apr 16, 2021; not a fund size
Peak GAV
$5.9M
highest filing
Owners
17
beneficial owners reported
Minimum investment
$125,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
22 filings
Feb 2, 2012 to Apr 16, 2021
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Apr 16, 2021
Feb 2, 2012$3.0M then
Owners17 as of Apr 16, 2021
Feb 2, 201217 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 11% of the adviser's clients investedreported
Form D file number
021-106413reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    Westlake, Texas
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