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

V••••• S••••• E••••••• M•••••• F•••

Other Private Fundadvised byT•••••• G••••• A•••••••• L•former805-2888531622IAPD
Gross asset value
$4.1M
as of Sep 6, 2018; not a fund size
Peak GAV
$4.1M
highest filing
Owners
16
beneficial owners reported
Minimum investment
$2.0M
as reported
Adviser and related own
88%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
1%
Reported
17 filings
Mar 11, 2014 to Sep 6, 2018
Reporting history
one row per Form ADV filing
Gross asset value$4.1M as of Sep 6, 2018
Mar 11, 2014$3.1M then
Owners16 as of Sep 6, 2018
Mar 11, 201414 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Irelandreported
Clients solicited
noreported
Form D file number
021-195792reportedthe join to the Form D offering
Type as written
LONG ONLY EQUITY COMMINGLED FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • State Street Custodial Services (Ireland) Limited
    Dublin, Ireland
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
88%reportedadviser and related persons