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

Prime Finance Long Duration (B-Piece) III, L.P.

Real Estate Fundadvised byPrime Finance Advisor, L.P.asset manager805-6376967818IAPD
Gross asset value
$618M
as of Mar 30, 2024; not a fund size
Peak GAV
$618M
highest filing
Owners
148
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
5%
of the fund
Owned by funds
29%
fund-of-funds interests
Non-US owners
0%
Reported
8 filings
Mar 31, 2022 to Mar 30, 2024
Reporting history
one row per Form ADV filing
Gross asset value$618M as of Mar 30, 2024
Mar 31, 2022$524M then
Owners148 as of Mar 30, 2024
Mar 31, 2022148 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-399002reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bmo Bank, N.A.
    Chicago, Illinois · LEI 3Y4U8VZURTYWI1W2K376
  • Computershare
    Columbia, Maryland
  • Flagstar Bank, N.A.
    Hicksville, New York · LEI SS1TRMSN6BRNMOREEV51
  • Wells Fargo
    San Francisco, California · LEI KB1H1DSPRFMYMCUFXT09
  • Wells Fargo Securities, LLC
    San Francisco, California · LEI VYVVCKR63DVZZN70PB21
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
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
5.0%reportedadviser and related persons