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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Private fund
L•••• H••• L••
Gross asset value
$11.2M
as of Jul 10, 2026; not a fund size
Peak GAV
$19.6M
highest filing
Owners
35
beneficial owners reported
Minimum investment
$350,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
34 filings
Jan 4, 2016 to Jul 10, 2026
Reporting history
one row per Form ADV filing
Gross asset value$1.5M as of Nov 27, 2024
Jan 4, 2016$3.4M then
Owners35 as of Nov 27, 2024
Jan 4, 201635 then
Structure
- Exclusion
- 3(c)(1), up to 100 ownersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Ohio, United Statesreported
- Clients solicited
- noreported
- Form D file number
- 021-254001reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Inspira FinancialOak Brook, Illinois
Across DFX
shared identifiers only
- L•••• H••• L•• · peshared adv fund id
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
- 0.0%reportedadviser and related persons