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

Fieldstone Gem V Investors

Real Estate Fundadvised byGfp Private Wealthformer805-4489432539IAPD
Gross asset value
$986,696
as of Dec 2, 2024; not a fund size
Peak GAV
$3.5M
highest filing
Owners
27
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
10%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
20 filings
Oct 11, 2019 to Dec 2, 2024
Reporting history
one row per Form ADV filing
Gross asset value$986,696 as of Dec 2, 2024
Oct 11, 2019$3.5M then
Owners27 as of Dec 2, 2024
Oct 11, 201920 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
feederreported
Fund of funds
yesreported
Organized in
Ohio, United Statesreported
Clients solicited
yes, 4% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Kingdom Trust
    Murray, Kentucky · LEI 27-4336351
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
10%reportedadviser and related persons