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

Conifer Partners IV, LLC

Private Equity Fundadvised bySoutheast Asset Advisors, LLCindependent RIA805-5613336472IAPD
Gross asset value
$64.7M
as of May 21, 2026; not a fund size
Peak GAV
$64.7M
highest filing
Owners
42
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
12%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
9 filings
Mar 28, 2023 to May 21, 2026
Reporting history
one row per Form ADV filing
Gross asset value$48.2M as of Oct 30, 2024
Mar 28, 2023$37.5M then
Owners42 as of Oct 30, 2024
Mar 28, 202342 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 8% of the adviser's clients investedreported
Form D file number
021-450082reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    Orlando, Florida
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
12%reportedadviser and related persons