DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private fund

C••••••

Private Equity Fundadvised byC•••••• I••••••••• M••••••••• L••asset manager805-3428774960IAPD
Gross asset value
$568,033
as of Mar 25, 2026; not a fund size
Peak GAV
$989,632
highest filing
Owners
8
beneficial owners reported
Minimum investment
$25,000
as reported
Adviser and related own
4%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
4 filings
Mar 26, 2024 to Mar 25, 2026
Reporting history
one row per Form ADV filing
Gross asset value$568,033 as of Mar 25, 2026
Mar 26, 2024$989,632 then
Owners8 as of Mar 25, 2026
Mar 26, 20246 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Illinois, United Statesreported
Clients solicited
yes, 33% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • T••••••• C•••••• B•••
    Pittsburgh, Pennsylvania · LEI 5493002GQNJKJONGBS18
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
4.0%reportedadviser and related persons