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

C••••••• D••••• L•••••• L•••••• F••• I• •••••••• L•

Private Equity Fundadvised byC••••••• C•••••• G•••• L•asset manager805-3631771635IAPD
Gross asset value
$262M
as of May 23, 2024; not a fund size
Peak GAV
$286M
highest filing
Owners
17
beneficial owners reported
Minimum investment
$2.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
25%
Reported
30 filings
Nov 28, 2017 to May 23, 2024
Reporting history
one row per Form ADV filing
Gross asset value$262M as of May 23, 2024
Nov 28, 2017$138M then
Owners17 as of May 23, 2024
Nov 28, 20179 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
feederreported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-296200reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bny Mellon
    New York, New York
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
1.0%reportedadviser and related persons