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

N•• I••••••••• F•••

Other Private Fundadvised byB•• M••••• I••••••••• A••••••• I•••asset manager805-2945907523no longer reportedIAPD
Gross asset value
$330M
as of May 27, 2022; not a fund size
Peak GAV
$330M
highest filing
Owners
4
beneficial owners reported
Minimum investment
$5.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
100%
Reported
3 filings
Mar 31, 2022 to May 27, 2022
Reporting history
one row per Form ADV filing
Gross asset value$330M as of May 27, 2022
Mar 31, 2022$330M then
Owners4 as of May 27, 2022
Mar 31, 20224 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Canadareported
Clients solicited
noreported
Form D file number
none reportedreported
Type as written
INTERNATIONAL EQUITIESreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • The Northern Trust Company
    Chicago, Illinois · LEI 6PTKHDJ8HDUF78PFWH30
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
not on the adviser's later filingsderived
Share
0.0%reportedadviser and related persons