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

Aloe Investment, LLC

Private Equity Fundadvised byReynders, Mcveigh Capital Management, LLCindependent RIA805-5947793260no longer reportedIAPD
Gross asset value
$2.3M
as of Mar 27, 2014; not a fund size
Peak GAV
$4.6M
highest filing
Owners
23
beneficial owners reported
Minimum investment
$25,000
as reported
Adviser and related own
100%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
6 filings
Apr 1, 2013 to Mar 27, 2014
Reporting history
one row per Form ADV filing
Gross asset value$2.3M as of Mar 27, 2014
Apr 1, 2013$4.6M then
Owners23 as of Mar 27, 2014
Apr 1, 201326 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
feederreported
Fund of funds
noreported
Organized in
Massachusetts, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-194275reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Fidelity
    Boston, Massachusetts
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
100%reportedadviser and related persons