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

Coves Preferred Holdings, LLC

Private Equity Fundadvised byHarbor Group International, LLCasset manager805-3592785183no longer reportedIAPD
Gross asset value
$233,351
as of May 5, 2020; not a fund size
Peak GAV
$4.8M
highest filing
Owners
80
beneficial owners reported
Minimum investment
$500
as reported
Adviser and related own
10%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
21%
Reported
11 filings
Nov 23, 2016 to May 5, 2020
Reporting history
one row per Form ADV filing
Gross asset value$233,351 as of May 5, 2020
Nov 23, 2016$4.6M then
Owners80 as of May 5, 2020
Nov 23, 201680 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
021-237505reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Millennium Trust Company
    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
10%reportedadviser and related persons