DFX Intelligence

RIA Intelligence

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Private fund

H•• A•• I••• L••

Private Equity Fundadvised byH••••• G•••• I••••••••• L••asset manager805-3537835162no longer reportedIAPD
Gross asset value
$1.4M
as of Jan 7, 2022; not a fund size
Peak GAV
$8.3M
highest filing
Owners
3
beneficial owners reported
Minimum investment
$198,782
as reported
Adviser and related own
100%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
14 filings
Mar 30, 2016 to Jan 7, 2022
Reporting history
one row per Form ADV filing
Gross asset value$1.4M as of Jan 7, 2022
Mar 30, 2016$8.3M then
Owners3 as of Jan 7, 2022
Mar 30, 20163 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Virginia, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • M••••••••• T•••• C••••••
    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
not on the adviser's later filingsderived
Share
100%reportedadviser and related persons