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
H•••••• G•••• I••••••••• V••••••••
Gross asset value
$599M
as of Mar 29, 2024; not a fund size
Peak GAV
$599M
highest filing
Owners
38
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
37%
of the fund
Owned by funds
46%
fund-of-funds interests
Non-US owners
4%
Reported
1 filings
Mar 29, 2024 to Mar 29, 2024
Reporting history
one row per Form ADV filing
Gross asset value: $599M
Owners: 38
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- master fundreported
- Fund of funds
- noreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- noreported
- Form D file number
- 021-498916reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Central Bank Of St. LouisSt. Louis, Missouri
- US Bank National AssociationMilwaukee, Wisconsin
Across DFX
shared identifiers only
- H•••••• G•••• I••••••••• V•••••••• · peshared adv fund id
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
- 37%reportedadviser and related persons