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.

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Private fund

A•••••• P•••••• C••••• F••• I•

Other Private Fundadvised byA•••••• W••••• M••••••••• L••independent RIA805-4589033432IAPD
Gross asset value
$5.2M
as of Mar 31, 2026; not a fund size
Peak GAV
$7.6M
highest filing
Owners
29
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
9 filings
Mar 30, 2023 to Mar 31, 2026
Reporting history
one row per Form ADV filing
Gross asset value$7.6M as of Jun 10, 2024
Mar 30, 2023$5.6M then
Owners29 as of Jun 10, 2024
Mar 30, 202320 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
feeder of 805-3607049357reported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
none reportedreported
Type as written
P•••••• CREDIT FUND OF FUNDSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bank Of The Ozarks
    Little Rock, Arkansas · LEI 549300UULWC5CKW0VZ48
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
0.0%reportedadviser and related persons