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

Scm Opportunity I LLC

Private Equity Fundadvised byWindrock Wealth Managementindependent RIA805-5977780795IAPD
Gross asset value
$0
as of Mar 19, 2024; not a fund size
Peak GAV
$1.8M
highest filing
Owners
39
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
23%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
24 filings
Sep 1, 2016 to Mar 19, 2024
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Mar 19, 2024
Sep 1, 2016$1.8M then
Owners39 as of Mar 19, 2024
Sep 1, 201630 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Arizona, United Statesreported
Clients solicited
yes, 50% of the adviser's clients investedreported
Form D file number
none reportedreported
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
23%reportedadviser and related persons