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

Wedbush Capital Partners III, L.P.

Private Equity Fundadvised byWedbush Asset Management, LLCformer805-3600531199no longer reportedIAPD
Gross asset value
$109,071
as of Feb 14, 2014; not a fund size
Peak GAV
$36.8M
highest filing
Owners
24
beneficial owners reported
Minimum investment
$500,000
as reported
Adviser and related own
62%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
1%
Reported
5 filings
Sep 26, 2012 to Feb 14, 2014
Reporting history
one row per Form ADV filing
Gross asset value$109,071 as of Feb 14, 2014
Sep 26, 2012$36.8M then
Owners24 as of Feb 14, 2014
Sep 26, 201224 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yesreported
Form D file number
021-173666reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Wedbush Securities Inc.
    Los Angeles, California · related person of the adviser
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
62%reportedadviser and related persons