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

Catalio Nexus Fund IV, LP

Private Equity Fundadvised byCatalio Capital Management, LPasset manager805-4546554150IAPD
Gross asset value
$191M
as of Mar 26, 2024; not a fund size
Peak GAV
$191M
highest filing
Owners
166
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
13%
of the fund
Owned by funds
1%
fund-of-funds interests
Non-US owners
10%
Reported
1 filings
Mar 26, 2024 to Mar 26, 2024
Reporting history
one row per Form ADV filing
Gross asset value: $191M
Owners: 166
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-488201reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • J.P. Morgan Securities LLC
    New York, New York
  • Silicon Valley Bank, A Division Of First Citizens Bank
    Santa Clara, California · LEI 0K2D5AK28E3O5CC06E35
Across DFX
shared identifiers only
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
13%reportedadviser and related persons