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Private fund

P•••••• D••••••••• P•••••••• A•• 2••• L•

Private Equity Fundadvised byI••••• C••••••• L••asset manager805-2364355196IAPD
Gross asset value
$72.9M
as of Aug 12, 2026; not a fund size
Peak GAV
$72.9M
highest filing
Owners
277
beneficial owners reported
Minimum investment
Not disclosed
as reported
Adviser and related own
4%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
13%
Reported
5 filings
Mar 27, 2024 to Aug 12, 2026
Reporting history
one row per Form ADV filing
Gross asset value$72.9M as of Aug 12, 2026
Mar 27, 2024$26.6M then
Owners277 as of Aug 12, 2026
Mar 27, 2024277 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 95% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • N••••••• F•••••••• S••••••• L••
    Boston, Massachusetts
  • S•••••• V••••• B•••
    Santa Clara, 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
4.0%reportedadviser and related persons