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
B•• H•••••• F•••• L•• • C••••••• S••••••• I• S•••••
Other Private Fundadvised byB•••••• G••••• A•••••••• L••independent RIA805-2967733693no longer reportedIAPD
Gross asset value
$45.7M
as of Nov 4, 2021; not a fund size
Peak GAV
$45.7M
highest filing
Owners
78
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
7%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
3%
Reported
2 filings
Mar 25, 2021 to Nov 4, 2021
Reporting history
one row per Form ADV filing
Gross asset value$45.7M as of Nov 4, 2021
Mar 25, 2021$45.7M then
Owners78 as of Nov 4, 2021
Mar 25, 202178 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- yes, 25% of the adviser's clients investedreported
- Form D file number
- 021-378795reportedthe join to the Form D offering
- Type as written
- WIRELESS S•••••••reported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Cambridge Trust CompanyCambridge, Massachusetts
- National Financial Services LLCBoston, Massachusetts
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
- 7.0%reportedadviser and related persons