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

Loomis Sayles Clo II, Ltd.

Securitized Asset Fundadvised byLoomis, Sayles & Company, L.P.other805-3712961784no longer reportedIAPD
Gross asset value
$351M
as of Nov 1, 2021; not a fund size
Peak GAV
$405M
highest filing
Owners
5
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
29 filings
May 6, 2014 to Nov 1, 2021
Reporting history
one row per Form ADV filing
Gross asset value$351M as of Nov 1, 2021
May 6, 2014$10.0M then
Owners5 as of Nov 1, 2021
May 6, 20142 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • The Bank Of New York Mellon Trust Company, National Association
    Houston, Texas
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
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
1.0%reportedadviser and related persons