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.

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Private fund

T•••• C••••• U• F••• I• L•

Other Private Fundadvised byT•••• C••••••asset manager805-5435538997IAPD
Gross asset value
$54.8M
as of Dec 11, 2024; not a fund size
Peak GAV
$56.6M
highest filing
Owners
98
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
0%
of the fund
Owned by funds
2%
fund-of-funds interests
Non-US owners
0%
Reported
9 filings
Mar 31, 2022 to Dec 11, 2024
Reporting history
one row per Form ADV filing
Gross asset value$54.8M as of Dec 11, 2024
Mar 31, 2022$54.2M then
Owners98 as of Dec 11, 2024
Mar 31, 202299 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
master fundreported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-422817reportedthe join to the Form D offering
Type as written
C••••• FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Fireblocks, Inc.
    Hoboken, New Jersey
  • Kraken
    San Francisco, California · LEI 254900IE1ULEZR01BF54
  • Western Alliance Bank
    Phoenix, Arizona · LEI SI7YQSVPFZBSQ878IC17
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
0.0%reportedadviser and related persons