DFX Intelligence

RIA Intelligence

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Private fund

W•••• R••• O•• • G•• P••••••• I•• L•

Other Private Fundadvised byW•••• R••• O•• • G•• H•••••••• L••asset manager805-4836365945IAPD
Gross asset value
$13,729
as of Apr 22, 2026; not a fund size
Peak GAV
$20.2M
highest filing
Owners
1
beneficial owners reported
Minimum investment
$5.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
26 filings
Oct 18, 2012 to Apr 22, 2026
Reporting history
one row per Form ADV filing
Gross asset value$13,729 as of Apr 22, 2026
Oct 18, 2012$20.0M then
Owners1 as of Apr 22, 2026
Oct 18, 20121 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
Type as written
OIL & GASreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • F•••• B•••
    San Antonio, Texas
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
1.0%reportedadviser and related persons