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

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Gross asset value
$90,177
as of Feb 12, 2021; not a fund size
Peak GAV
$27.7M
highest filing
Owners
22
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
47%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
35 filings
Mar 29, 2012 to Feb 12, 2021
Reporting history
one row per Form ADV filing
Gross asset value$90,177 as of Feb 12, 2021
Mar 29, 2012$27.7M then
Owners22 as of Feb 12, 2021
Mar 29, 201255 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-129141reportedthe join to the Form D offering
Type as written
FUND OF HEDGE FUNDSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Mid Atlantic Trust Company
    Pierre, South Dakota · related person of the adviser
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
47%reportedadviser and related persons