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

Valence8 Pe 2023 (Core) Fund LP

Private Equity Fundadvised byValence8asset manager805-6302416642IAPD
Gross asset value
$19.3M
as of Sep 11, 2024; not a fund size
Peak GAV
$19.3M
highest filing
Owners
21
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
2%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
58%
Reported
7 filings
Mar 8, 2023 to Sep 11, 2024
Reporting history
one row per Form ADV filing
Gross asset value$19.3M as of Sep 11, 2024
Mar 8, 2023$0 then
Owners21 as of Sep 11, 2024
Mar 8, 20230 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
master fundreported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-471200reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Citco Custody (Uk) Limited
    London, United Kingdom · LEI 549300AKHBCS50DLTH09
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
2.0%reportedadviser and related persons