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.

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Private fund

S•••••• E••••• P••••••• I••• L•••

Private Equity Fundadvised byS•••••• E••••• P•••••••asset manager805-2561045466no longer reportedIAPD
Gross asset value
$0
as of Apr 22, 2020; not a fund size
Peak GAV
$342M
highest filing
Owners
69
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
39%
fund-of-funds interests
Non-US owners
38%
Reported
15 filings
Feb 9, 2012 to Apr 22, 2020
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Apr 22, 2020
Feb 9, 2012$342M then
Owners69 as of Apr 22, 2020
Feb 9, 201268 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-86716reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • U.S. Bank
    Los Angeles, California
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
1.0%reportedadviser and related persons