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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Private fund
3• T••••• M••••• F•••• L•
Gross asset value
$179M
as of Mar 2, 2012; not a fund size
Peak GAV
$179M
highest filing
Owners
24
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
14%
of the fund
Owned by funds
49%
fund-of-funds interests
Non-US owners
63%
Reported
3 filings
Feb 15, 2012 to Mar 2, 2012
Reporting history
one row per Form ADV filing
Gross asset value$179M as of Mar 2, 2012
Feb 15, 2012$179M then
Owners24 as of Mar 2, 2012
Feb 15, 201224 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- master fundreported
- 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
- Credit Suisse InternationalLondon, United Kingdom
- Credit Suisse Securities (Europe) LtdLondon, United Kingdom
- Credit Suisse Securities (USA) LLCNew York, New York
- Deutsche Bank AgLondon, United Kingdom
- Goldman Sachs InternationalLondon, United Kingdom
- Goldman, Sachs & Co.New York, New York
- J.P. Morgan Chase Bank, N.A.London, United Kingdom
- Morgan Stanley & Co. LLCNew York, New York
- Morgan Stanley Capital Services LLCNew York, New York
- The Bank Of New York MellonNew York, New York
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
- on the adviser's latest filing in the extractderived
- Share
- 14%reportedadviser and related persons