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.

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Private fund

E••••• V•••••• F••• V• L•

Venture Capital Fundadvised byE••••• P••••••• M••••••••• L••asset manager805-5954054067no longer reportedIAPD
Gross asset value
$624,172
as of Mar 31, 2022; not a fund size
Peak GAV
$92.0M
highest filing
Owners
57
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
17%
of the fund
Owned by funds
23%
fund-of-funds interests
Non-US owners
4%
Reported
16 filings
Mar 8, 2012 to Mar 31, 2022
Reporting history
one row per Form ADV filing
Gross asset value$624,172 as of Mar 31, 2022
Mar 8, 2012$62.1M then
Owners57 as of Mar 31, 2022
Mar 8, 201258 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
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Pacific Western Bank
    Beverly Hills, California · LEI 549300A7DTSCJLJ33451
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
17%reportedadviser and related persons