DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private fund

L•• D•••••• H••••••• L•

Other Private Fundadvised byL• L••• W••••• A•••••••independent RIA805-4150816557no longer reportedIAPD
Gross asset value
$200,000
as of Oct 22, 2015; not a fund size
Peak GAV
$200,000
highest filing
Owners
10
beneficial owners reported
Minimum investment
$25,883
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
2 filings
Jul 24, 2015 to Oct 22, 2015
Reporting history
one row per Form ADV filing
Gross asset value$200,000 as of Oct 22, 2015
Jul 24, 2015$200,000 then
Owners10 as of Oct 22, 2015
Jul 24, 201510 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Texas, United Statesreported
Clients solicited
yes, 15% of the adviser's clients investedreported
Form D file number
none reportedreported
Type as written
H••••••reported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Plains Capital Bank Dallas Texas
    Dallas, 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
0.0%reportedadviser and related persons