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

A-Swz-15-Fund, A Series Of Angellist-Wc-Funds, LLC

Venture Capital Fundadvised byPlatform Advisor, LLCstate registered805-4124047284no longer reportedIAPD
Gross asset value
$0
as of Mar 31, 2018; not a fund size
Peak GAV
$508,000
highest filing
Owners
19
beneficial owners reported
Minimum investment
$1,000
as reported
Adviser and related own
22%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
2%
Reported
5 filings
Mar 29, 2016 to Mar 31, 2018
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Mar 31, 2018
Mar 29, 2016$508,000 then
Owners19 as of Mar 31, 2018
Mar 29, 201619 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-246125reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Wells Fargo, N.A.
    Salt Lake City, Utah · LEI KB1H1DSPRFMYMCUFXT09
Across DFX
shared identifiers only
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
22%reportedadviser and related persons