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

Tag Blockchain Opportunities Fund Series Of Tag Series Fund, LLC

Private Equity Fundadvised byTag Associates LLCindependent RIA805-3676146033IAPD
Gross asset value
$22.1M
as of Jun 26, 2026; not a fund size
Peak GAV
$22.1M
highest filing
Owners
66
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
3 filings
Mar 29, 2022 to Jun 26, 2026
Reporting history
one row per Form ADV filing
Gross asset value$11.0M as of Mar 28, 2024
Mar 29, 2022$3.0M then
Owners66 as of Mar 28, 2024
Mar 29, 202257 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 28% of the adviser's clients investedreported
Form D file number
021-424889reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    Orlando, Florida
  • First Republic Bank
    San Francisco, California
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