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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Private Equity Fundadvised byS•••••• H•••• W••••• M•••••••••former805-5007596573no longer reportedIAPD
Gross asset value
$0
as of Jul 19, 2018; not a fund size
Peak GAV
$15,509
highest filing
Owners
9
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
22%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
5 filings
Mar 17, 2017 to Jul 19, 2018
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Jul 19, 2018
Mar 17, 2017$15,509 then
Owners9 as of Jul 19, 2018
Mar 17, 20179 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Texas, 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
No custodian reported.
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
22%reportedadviser and related persons