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Private fund

S•• • M•••• I••••• I•••••••• S••••••••• S•••••

Gross asset value
$30.1M
as of May 5, 2022; not a fund size
Peak GAV
$30.1M
highest filing
Owners
63
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
4%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
24 filings
Jan 31, 2012 to May 5, 2022
Reporting history
one row per Form ADV filing
Gross asset value$30.1M as of May 5, 2022
Jan 31, 2012$21.2M then
Owners63 as of May 5, 2022
Jan 31, 201263 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
yes, 8% of the adviser's clients investedreported
Form D file number
021-84085reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • C•••••• S••••• • C••• I•••
    Orlando, Florida
  • T• A••••••••• I•••
    San Diego, California
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
4.0%reportedadviser and related persons