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Private fund

S••••••••• P•••••••• 2••• L•

Private Equity Fundadvised byI••••• C••••••• L••asset manager805-2875040669IAPD
Gross asset value
$358M
as of Oct 23, 2024; not a fund size
Peak GAV
$358M
highest filing
Owners
154
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
13%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
15%
Reported
4 filings
Mar 27, 2024 to Oct 23, 2024
Reporting history
one row per Form ADV filing
Gross asset value$358M as of Oct 23, 2024
Mar 27, 2024$358M then
Owners154 as of Oct 23, 2024
Mar 27, 2024154 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
master fundreported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 84% of the adviser's clients investedreported
Form D file number
021-496680reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • C••• N••••••• S••••••••• I•••
    Los Angeles, California
  • P•• I•••••••••
    Pittsburgh, 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
13%reportedadviser and related persons