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.

Private fund

Atlas Finch Investors LLC

Other Private Fundadvised byAtlas Holdings LLCasset manager805-5136479053IAPD
Gross asset value
$31.6M
as of Mar 28, 2024; not a fund size
Peak GAV
$34.4M
highest filing
Owners
43
beneficial owners reported
Minimum investment
$10,000
as reported
Adviser and related own
32%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
5%
Reported
8 filings
Mar 29, 2019 to Mar 28, 2024
Reporting history
one row per Form ADV filing
Gross asset value$31.6M as of Mar 28, 2024
Mar 29, 2019$34.2M then
Owners43 as of Mar 28, 2024
Mar 29, 201943 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
Type as written
SINGLE ASSET INVESTMENT VEHICLEreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Silicon Valley Bank (A Division Of First Citizens Bank)
    Raleigh, North Carolina · LEI 549300N3Z00ZHE2XC526
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
32%reportedadviser and related persons