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
B•••• D•••••• F•••••••• • A••••• H••••••• F••• I•
Gross asset value
$4.0M
as of Mar 23, 2026; not a fund size
Peak GAV
$8.9M
highest filing
Owners
45
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
10%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
3 filings
Oct 11, 2023 to Mar 23, 2026
Reporting history
one row per Form ADV filing
Gross asset value$890,000 as of Oct 1, 2024
Oct 11, 2023$8.9M then
Owners45 as of Oct 1, 2024
Oct 11, 202345 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- feeder of 805-6547860342reported
- Fund of funds
- noreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- yes, 8% of the adviser's clients investedreported
- Form D file number
- 021-497866reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
No custodian reported.
Across DFX
shared identifiers only
- B•••• D•••••• F•••••••• • A••••• H••••••• F••• I• · peshared adv fund id
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
- 10%reportedadviser and related persons