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

M••••••• W••• L••• S••••••••• I••• • M• I•••• L•••••••• F•••

Other Private Fundadvised byM••••••• W••• A••• L••••••former805-5474490015IAPD
Gross asset value
$98.9M
as of May 17, 2018; not a fund size
Peak GAV
$98.9M
highest filing
Owners
23
beneficial owners reported
Minimum investment
$122,986
as reported
Adviser and related own
100%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
100%
Reported
3 filings
May 11, 2017 to May 17, 2018
Reporting history
one row per Form ADV filing
Gross asset value$98.9M as of May 17, 2018
May 11, 2017$27.6M then
Owners23 as of May 17, 2018
May 11, 201723 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
feeder of 805-9421700443reported
Fund of funds
noreported
Organized in
Irelandreported
Clients solicited
noreported
Form D file number
none reportedreported
Type as written
L•••••••• FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Citco Bank Nederland N.V.
    London, United Kingdom
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
100%reportedadviser and related persons