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Private fund

H••••••• I••••• C•• I•• L••• A•• H••••••• I••••• C•• I• C•••••••••

Other Private Fundadvised byC••• A•••• M••••••••• L••asset manager805-5539167003no longer reportedIAPD
Gross asset value
$72.6M
as of May 17, 2013; not a fund size
Peak GAV
$166M
highest filing
Owners
6
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
17%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
84%
Reported
4 filings
Mar 30, 2012 to May 17, 2013
Reporting history
one row per Form ADV filing
Gross asset value$72.6M as of May 17, 2013
Mar 30, 2012$166M then
Owners6 as of May 17, 2013
Mar 30, 201212 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
none reportedreported
Type as written
COLLATERALIZED LOAN OBLIGATION FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • D••••••• B•••
    Santa Ana, California
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
not on the adviser's later filingsderived
Share
17%reportedadviser and related persons