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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Private fund

C••••• 3• F•••

Venture Capital Fundadvised byW••••••• J•••• W••••• M••••••••• L••independent RIA805-4856933628no longer reportedIAPD
Gross asset value
$20,552
as of Oct 27, 2022; not a fund size
Peak GAV
$53,477
highest filing
Owners
18
beneficial owners reported
Minimum investment
$5,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
18 filings
Mar 16, 2017 to Oct 27, 2022
Reporting history
one row per Form ADV filing
Gross asset value$20,552 as of Oct 27, 2022
Mar 16, 2017$53,477 then
Owners18 as of Oct 27, 2022
Mar 16, 201717 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
New York, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Custodial Services
    New York, New York
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
0.0%reportedadviser and related persons