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

Cv Advisors Pe III LP

Private Equity Fundadvised byCv Advisors LLCindependent RIA805-1698177823IAPD
Gross asset value
$37.0M
as of Apr 23, 2026; not a fund size
Peak GAV
$37.0M
highest filing
Owners
62
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
3%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
66%
Reported
18 filings
Mar 31, 2021 to Apr 23, 2026
Reporting history
one row per Form ADV filing
Gross asset value$18.3M as of Apr 22, 2024
Mar 31, 2021$0 then
Owners62 as of Apr 22, 2024
Mar 31, 20210 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 52% of the adviser's clients investedreported
Form D file number
021-396208reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • First Republic Bank
    San Francisco, California
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
3.0%reportedadviser and related persons