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

M•••••• E•••••••• C••••••••• F•••• L•••

Private Equity Fundadvised byM•••••• C•••••• M••••••••• L•••asset manager805-4980624026no longer reportedIAPD
Gross asset value
$716,644
as of Jul 13, 2021; not a fund size
Peak GAV
$1.4M
highest filing
Owners
24
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
100%
of the fund
Owned by funds
100%
fund-of-funds interests
Non-US owners
0%
Reported
16 filings
Feb 10, 2012 to Jul 13, 2021
Reporting history
one row per Form ADV filing
Gross asset value$716,644 as of Jul 13, 2021
Feb 10, 2012$1.4M then
Owners24 as of Jul 13, 2021
Feb 10, 201222 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
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
  • Bmo Trust And Custody Services
    Milwaukee, Wisconsin · LEI 3Y4U8VZURTYWI1W2K376
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
100%reportedadviser and related persons