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

Upfront Vii Partners L.P.

Venture Capital Fundadvised byUpfront Venturesasset manager805-4665361782IAPD
Gross asset value
$2.8M
as of Mar 26, 2024; not a fund size
Peak GAV
$7.5M
highest filing
Owners
3
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
3%
of the fund
Owned by funds
96%
fund-of-funds interests
Non-US owners
97%
Reported
11 filings
Oct 25, 2021 to Mar 26, 2024
Reporting history
one row per Form ADV filing
Gross asset value$2.8M as of Mar 26, 2024
Oct 25, 2021$7.5M then
Owners3 as of Mar 26, 2024
Oct 25, 202111 then
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
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • First-Citizens Bank & Trust Company
    Santa Clara, California · LEI L9VVX1KT5TFTKS0MLF66
  • Morgan Stanley
    Walnut Creek, California
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
3.0%reportedadviser and related persons