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
G• C•••••• P••••••• V• L•••
Gross asset value
$79.0M
as of Mar 25, 2024; not a fund size
Peak GAV
$223M
highest filing
Owners
31
beneficial owners reported
Minimum investment
$501,967
as reported
Adviser and related own
48%
of the fund
Owned by funds
10%
fund-of-funds interests
Non-US owners
93%
Reported
16 filings
Jun 30, 2017 to Mar 25, 2024
Reporting history
one row per Form ADV filing
Gross asset value$79.0M as of Mar 25, 2024
Jun 30, 2017$223M then
Owners31 as of Mar 25, 2024
Jun 30, 201730 then
Structure
- Exclusion
- 3(c)(1), up to 100 ownersreported
- Master or feeder
- standalonereported
- Fund of funds
- noreported
- Organized in
- Cayman Islandsreported
- Clients solicited
- yes, 2% of the adviser's clients investedreported
- Form D file number
- 021-121972reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Banco Bradesco S.A.Osasco, Brazil · LEI 549300CTUU1RFXHQJE44
- Bank Of America N.A.London, United Kingdom · LEI B4TYDEB6GKMZO031MB27
Across DFX
shared identifiers only
- G• C•••••• P••••••• V• L••• · peshared adv fund id
- G• C•••••• P••••••• V• L••• · vcshared 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
- 48%reportedadviser and related persons