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

Capstone Equity Replacement Master Fund Ltd.

Hedge Fundadvised byCapstone Investment Advisors, LLCasset manager805-5300202721IAPD
Gross asset value
$34.0M
as of Oct 17, 2024; not a fund size
Peak GAV
$524M
highest filing
Owners
4
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
5%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
1%
Reported
39 filings
Feb 28, 2017 to Oct 17, 2024
Reporting history
one row per Form ADV filing
Gross asset value$34.0M as of Oct 17, 2024
Feb 28, 2017$191M then
Owners4 as of Oct 17, 2024
Feb 28, 20176 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
master fundreported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-272983reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bofa Securities, Inc.
    New York, New York
  • Merrill Lynch Professional Clearing Corp.
    New York, New York
  • Northern Trust Company
    Chicago, Illinois
  • Northern Trust International Banking Corporation
    Jersey City, New Jersey
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
5.0%reportedadviser and related persons