DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private fund

S••••••• L••

Venture Capital Fundadvised byT•• B•••••• G•••• L••independent RIA805-5179264677no longer reportedIAPD
Gross asset value
$20,645
as of Mar 10, 2015; not a fund size
Peak GAV
$20,645
highest filing
Owners
6
beneficial owners reported
Minimum investment
Not disclosed
as reported
Adviser and related own
2%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
2 filings
Mar 31, 2014 to Mar 10, 2015
Reporting history
one row per Form ADV filing
Gross asset value$20,645 as of Mar 10, 2015
Mar 31, 2014$20,645 then
Owners6 as of Mar 10, 2015
Mar 31, 20146 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
yes, 14% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • B••• O• A••••••
    Boston, Massachusetts
  • C••••••• B•••
    Providence, Rhode Island
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
2.0%reportedadviser and related persons