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

B• C•••••• 1• G••• • C•• K•

Other Private Fundadvised byB• C••••• M••••••••• L••asset manager805-6359779167IAPD
Gross asset value
$167M
as of Jun 26, 2024; not a fund size
Peak GAV
$208M
highest filing
Owners
24
beneficial owners reported
Minimum investment
$216,220
as reported
Adviser and related own
1%
of the fund
Owned by funds
12%
fund-of-funds interests
Non-US owners
7%
Reported
10 filings
Mar 2, 2016 to Jun 26, 2024
Reporting history
one row per Form ADV filing
Gross asset value$167M as of Jun 26, 2024
Mar 2, 2016$120M then
Owners24 as of Jun 26, 2024
Mar 2, 201624 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Germanyreported
Clients solicited
noreported
Form D file number
021-254804reportedthe join to the Form D offering
Type as written
VENTURE CAPITAL FUND WITH NON-QUALIFYING INVESTMENTSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Carta Securities, LLC
    Palo Alto, California
  • Unicredit Bank Ag
    Munich, Germany · LEI 2ZCNRR8UK83OBTEK2170
  • Landesbank Baden-WüRttemberg
    Stuttgart, Germany · LEI B81CK4ESI35472RHJ606
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
1.0%reportedadviser and related persons