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

Oc 535 Offshore Fund Spc - Segregated Portfolio 5

Hedge Fundadvised byUBS Oconnor LLCformer805-3868060572no longer reportedIAPD
Gross asset value
$380M
as of Mar 5, 2020; not a fund size
Peak GAV
$380M
highest filing
Owners
16
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
100%
fund-of-funds interests
Non-US owners
0%
Reported
6 filings
Aug 29, 2018 to Mar 5, 2020
Reporting history
one row per Form ADV filing
Gross asset value$380M as of Mar 5, 2020
Aug 29, 2018$339M then
Owners16 as of Mar 5, 2020
Aug 29, 201847 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
021-312396reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Barclays Bank Plc
    New York, New York · LEI G5GSEF7VJP5I7OUK5573
  • Citigroup Global Markets Inc.
    New York, New York
  • Credit Suisse Securities (USA) LLC
    New York, New York
  • J.P. Morgan Securities LLC
    New York, New York
  • Mufg Alternative Fund Services (Cayman) Limited
    Grand Cayman, Cayman Islands · LEI 549300E78YO4UPWUBK86
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
0.0%reportedadviser and related persons