DFX Intelligence

RIA Intelligence

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Private fund

B••• T•• E••••• P••••••• F••• I• L•••

Private Equity Fundadvised byB••• T•• E••••• M••••••••• L••former805-5253604028IAPD
Gross asset value
$127M
as of Apr 6, 2015; not a fund size
Peak GAV
$146M
highest filing
Owners
18
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
8 filings
Feb 28, 2012 to Apr 6, 2015
Reporting history
one row per Form ADV filing
Gross asset value$127M as of Apr 6, 2015
Feb 28, 2012$146M then
Owners18 as of Apr 6, 2015
Feb 28, 201214 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-1049600767reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • B••• T•• E••••• M••••••••• L••
    Houston, Texas
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
1.0%reportedadviser and related persons