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

Prime/Harbor Ridge, L.P.

Real Estate Fundadvised byPrime Finance Advisor, L.P.asset manager805-5703352865IAPD
Gross asset value
$114M
as of Mar 30, 2024; not a fund size
Peak GAV
$114M
highest filing
Owners
18
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
39%
of the fund
Owned by funds
82%
fund-of-funds interests
Non-US owners
0%
Reported
16 filings
Mar 29, 2018 to Mar 30, 2024
Reporting history
one row per Form ADV filing
Gross asset value$114M as of Mar 30, 2024
Mar 29, 2018$79.3M then
Owners18 as of Mar 30, 2024
Mar 29, 201814 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
California, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Wells Fargo
    San Francisco, California · LEI KB1H1DSPRFMYMCUFXT09
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
39%reportedadviser and related persons