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
Wescott Multi-Strategy Private Equity LP
Private Equity Fundadvised byWescott Financial Advisory Group LLCindependent RIA805-3407008879no longer reportedIAPD
Gross asset value
$689,829
as of Mar 29, 2019; not a fund size
Peak GAV
$1.5M
highest filing
Owners
15
beneficial owners reported
Minimum investment
$22,250
as reported
Adviser and related own
47%
of the fund
Owned by funds
1%
fund-of-funds interests
Non-US owners
0%
Reported
14 filings
Mar 27, 2012 to Mar 29, 2019
Reporting history
one row per Form ADV filing
Gross asset value$689,829 as of Mar 29, 2019
Mar 27, 2012$1.5M then
Owners15 as of Mar 29, 2019
Mar 27, 201215 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- noreported
- Form D file number
- 021-113419reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Versa Capital Management, LLCPhiladelphia, Pennsylvania
- Wp Realty IncBryn Mawr, Pennsylvania
Across DFX
shared identifiers only
- Wescott Multi-Strategy Private Equity LP · peshared adv fund id
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
- 47%reportedadviser and related persons