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.

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Private fund

F••• 0• ••••••

Other Private Fundadvised byB•••• M••• • O••••• L••independent RIA805-3461590577IAPD
Gross asset value
$21,135
as of Mar 25, 2026; not a fund size
Peak GAV
$21,135
highest filing
Owners
37
beneficial owners reported
Minimum investment
$25,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
27 filings
Mar 30, 2016 to Mar 25, 2026
Reporting history
one row per Form ADV filing
Gross asset value$5,368 as of Mar 26, 2024
Mar 30, 2016$13,806 then
Owners37 as of Mar 26, 2024
Mar 30, 201637 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
West Virginia, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Type as written
FUND OF FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Inspira Financial
    Oak Brook, Illinois
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
0.0%reportedadviser and related persons