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

Bokf Private Equity Limited Partnership II

Private Equity Fundadvised byBok Financial AdvisorsBD affiliated805-3283860854no longer reportedIAPD
Gross asset value
$15,000
as of Nov 18, 2022; not a fund size
Peak GAV
$19.3M
highest filing
Owners
42
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
41%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
60 filings
Mar 30, 2012 to Nov 18, 2022
Reporting history
one row per Form ADV filing
Gross asset value$15,000 as of Nov 18, 2022
Mar 30, 2012$13.4M then
Owners42 as of Nov 18, 2022
Mar 30, 201240 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Oklahoma, United Statesreported
Clients solicited
noreported
Form D file number
021-97703reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bank Of Oklahoma
    Tulsa, Oklahoma · related person of the adviser
Across DFX
shared identifiers only
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
41%reportedadviser and related persons