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
Cubist Core Investments, LLC
Gross asset value
$23B
as of Dec 18, 2023; not a fund size
Peak GAV
$26B
highest filing
Owners
175
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
35%
of the fund
Owned by funds
16%
fund-of-funds interests
Non-US owners
46%
Reported
7 filings
Nov 11, 2022 to Dec 18, 2023
Reporting history
one row per Form ADV filing
Gross asset value$23B as of Dec 18, 2023
Nov 11, 2022$26B then
Owners175 as of Dec 18, 2023
Nov 11, 2022177 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- noreported
- Organized in
- Cayman Islandsreported
- Clients solicited
- noreported
- Form D file number
- none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Bank Of America, National AssociationCharlotte, North Carolina · LEI B4TYDEB6GKMZO031MB27
- Barclays Bank PlcLondon, United Kingdom · LEI G5GSEF7VJP5I7OUK5573
- Barclays Capital Inc.New York, New York
- Barclays Capital Securities LimitedLondon, United Kingdom · LEI K9WDOH4D2PYBSLSOB484
- Bnp ParibasParis, France · LEI R0MUWSFPU8MPRO8K5P83
- Bofa Securities, Inc.New York, New York
- Citibank, N.A.New York, New York · LEI E57ODZWZ7FF32TWEFA76
- Citicorp Securities Services, Inc.New York, New York
- Citigroup Global Markets Inc.New York, New York
- Computershare Trust Company, N.A.Canton, Massachusetts · LEI 2549001YYB62BVMSAO13
- Credit Suisse Securities (USA) LLCNew York, New York
- Goldman Sachs & Co. LLCNew York, New York
- J.P. Morgan Prime Inc.New York, New York
- J.P. Morgan Securities LLCNew York, New York
- Jpmorgan Chase Bank, N.A.Columbus, Ohio · LEI 7H6GLXDRUGQFU57RNE97
- Merrill Lynch InternationalLondon, United Kingdom · LEI GGDZP1UYGU9STUHRDP48
- Merrill Lynch Professional Clearing Corp.New York, New York
- Morgan Stanley & Co. LLCNew York, New York
- The Bank Of New York MellonNew York, New York · LEI HPFHU0OQ28E4N0NFVK49
- UBS Securities LLCNew York, New York
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
- 35%reportedadviser and related persons