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.

Private fund

Kingsbridge Ventures Rlf, LP

Venture Capital Fundadvised byKingsbridge Wealth Management, Inc.independent RIA805-3142911102IAPD
Gross asset value
$19.8M
as of Oct 15, 2024; not a fund size
Peak GAV
$20.7M
highest filing
Owners
9
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
16 filings
Mar 1, 2018 to Oct 15, 2024
Reporting history
one row per Form ADV filing
Gross asset value$19.8M as of Oct 15, 2024
Mar 1, 2018$1.0M then
Owners9 as of Oct 15, 2024
Mar 1, 20187 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Nevada, United Statesreported
Clients solicited
yes, 19% of the adviser's clients investedreported
Form D file number
021-358294reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Merrill Lynch Venture Services
    San Francisco, California · LEI 13-5674085
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
1.0%reportedadviser and related persons