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

Sfm Capital Markets, L.P.

Other Private Fundadvised byBrown Advisoryindependent RIA805-2024742035IAPD
Gross asset value
$367M
as of Mar 30, 2026; not a fund size
Peak GAV
$724M
highest filing
Owners
105
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
35 filings
Mar 21, 2012 to Mar 30, 2026
Reporting history
one row per Form ADV filing
Gross asset value$354M as of May 17, 2024
Mar 21, 2012$365M then
Owners105 as of May 17, 2024
Mar 21, 201298 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Virginia, United Statesreported
Clients solicited
yes, 58% of the adviser's clients investedreported
Form D file number
021-125150reportedthe join to the Form D offering
Type as written
SMAS, POOLS OF LONG-ONLY EQUITY WITH NO PERFORMANCE FEE AND A FEW HEDGE FUNDS WITH PERFORMANCE FEESreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bny Mellon
    New York, New York
  • Charles Schwab & Co., Inc.
    San Francisco, California
  • National Financial Services LLC
    Boston, Maine
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
0.0%reportedadviser and related persons