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

P•••••• M••••• F••• I• L••

Other Private Fundadvised byP••••••• L••asset manager805-4376675504IAPD
Gross asset value
$25.9M
as of Jul 22, 2024; not a fund size
Peak GAV
$25.9M
highest filing
Owners
26
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
100%
fund-of-funds interests
Non-US owners
28%
Reported
11 filings
May 14, 2012 to Jul 22, 2024
Reporting history
one row per Form ADV filing
Gross asset value$25.9M as of Jul 22, 2024
May 14, 2012$10,000 then
Owners26 as of Jul 22, 2024
May 14, 20122 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
master fundreported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-216114reportedthe join to the Form D offering
Type as written
FUND OF FUNDSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Cibc Bank USA
    Chicago, Illinois · LEI B4TYDEB6GKMZO031MB27
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
1.0%reportedadviser and related persons