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

Lit Tacora Capital I LLC

Private Equity Fundadvised byOpto Investment Management, LLCasset manager805-1852101539IAPD
Gross asset value
$11.9M
as of Dec 6, 2024; not a fund size
Peak GAV
$11.9M
highest filing
Owners
9
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
88%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
9 filings
Aug 16, 2022 to Dec 6, 2024
Reporting history
one row per Form ADV filing
Gross asset value$11.9M as of Dec 6, 2024
Aug 16, 2022$10.0M then
Owners9 as of Dec 6, 2024
Aug 16, 20223 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 14% of the adviser's clients investedreported
Form D file number
021-455547reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Pnc
    Philadelphia, Pennsylvania
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
88%reportedadviser and related persons