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

Albion Fund III, LP

Other Private Fundadvised byAlbion Financial Groupindependent RIA805-5162809993IAPD
Gross asset value
$2.8M
as of Jun 24, 2026; not a fund size
Peak GAV
$5.4M
highest filing
Owners
27
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
25 filings
Mar 26, 2014 to Jun 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$3.8M as of Oct 23, 2024
Mar 26, 2014$4.3M then
Owners27 as of Oct 23, 2024
Mar 26, 201416 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
021-195125reportedthe join to the Form D offering
Type as written
COMBINATION OF PRIVATE EQUITY, AND VENTURE CAPITALreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Cibc Bank USA
    Chicago, Illinois
  • National Advisors Trust Company, Fsb
    Overland Park, Kansas
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
1.0%reportedadviser and related persons