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

South Main Private Equity I, LLC

Real Estate Fundadvised byZions Capital Advisors, Inc.institutional805-5680406304no longer reportedIAPD
Gross asset value
$20,741
as of Mar 31, 2022; not a fund size
Peak GAV
$2.9M
highest filing
Owners
10
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
34%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
26 filings
Mar 28, 2012 to Mar 31, 2022
Reporting history
one row per Form ADV filing
Gross asset value$20,741 as of Mar 31, 2022
Mar 28, 2012$2.9M then
Owners10 as of Mar 31, 2022
Mar 28, 201212 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Zions Bank
    Salt Lake City, Utah · related person of the adviser
Across DFX
shared identifiers only
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
34%reportedadviser and related persons