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
Everpoint Associates, LLC
Gross asset value
$2.6B
as of Jan 2, 2019; not a fund size
Peak GAV
$2.6B
highest filing
Owners
61
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
99%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
1%
Reported
31 filings
Feb 14, 2012 to Jan 2, 2019
Reporting history
one row per Form ADV filing
Gross asset value$2.6B as of Jan 2, 2019
Feb 14, 2012$2.3B then
Owners61 as of Jan 2, 2019
Feb 14, 2012189 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- noreported
- Organized in
- Cayman Islandsreported
- Clients solicited
- noreported
- Form D file number
- none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Bank Of America, National AssociationCharlotte, North Carolina · LEI B4TYDEB6GKMZO031MB27
- Barclays Bank PlcLondon, United Kingdom · LEI G5GSEF7VJP5I7OUK5573
- Barclays Capital Inc.New York, New York
- Citibank, N.A.New York, New York · LEI 213800PSIFQ2LQLDZ491
- Citicorp Securities Services, Inc.New York, New York
- Citigroup Global Markets Inc.New York, New York
- Credit Suisse Securities (USA) LLCNew York, New York
- Deutsche Bank AgLondon, United Kingdom · LEI 7LTWFZYICNSX8D621K86
- Deutsche Bank Securities Inc.New York, New York
- Goldman Sachs & Co. LLCNew York, New York
- J.P. Morgan Securities LLCNew York, New York
- Merrill Lynch Professional Clearing Corp.New York, New York
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, New York
- Morgan Stanley & Co. LLCNew York, New York
- National Financial Services LLCBoston, Massachusetts
- UBS Securities LLCNew York, New York
- Wells Fargo Securities, LLCCharlotte, North Carolina
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
- 99%reportedadviser and related persons