DFX Intelligence

RIA Intelligence

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Private fund

B•• H•••••• F•••• L•• • O•• S•••••

Other Private Fundadvised byB•••••• G••••• A•••••••• L••independent RIA805-4557282269IAPD
Gross asset value
$1.9M
as of Jun 30, 2026; not a fund size
Peak GAV
$17.2M
highest filing
Owners
23
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
2%
Reported
25 filings
Mar 28, 2016 to Jun 30, 2026
Reporting history
one row per Form ADV filing
Gross asset value$1.9M as of Jun 30, 2026
Mar 28, 2016$13.8M then
Owners23 as of Jun 30, 2026
Mar 28, 201616 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 8% of the adviser's clients investedreported
Form D file number
021-237422reportedthe join to the Form D offering
Type as written
OIL & GASreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • C•••••••• T•••• C••••••
    C••••••••, Massachusetts
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