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

Milo'S Re Holdings, LLC

Real Estate Fundadvised byArlington Partners LLCasset manager805-4329040202no longer reportedIAPD
Gross asset value
$10.7M
as of Sep 16, 2013; not a fund size
Peak GAV
$10.7M
highest filing
Owners
13
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
11%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
9 filings
Aug 13, 2012 to Sep 16, 2013
Reporting history
one row per Form ADV filing
Gross asset value$10.7M as of Sep 16, 2013
Aug 13, 2012$1.9M then
Owners13 as of Sep 16, 2013
Aug 13, 201215 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, 10% of the adviser's clients investedreported
Form D file number
021-171446reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Arlington Trust Company, Inc.
    Birmingham, Alabama · related person of the adviser
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
11%reportedadviser and related persons