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

5395 Pearl Parkway LLC

Real Estate Fundadvised byCrestone Asset Management LLCformer805-6412118590no longer reportedIAPD
Gross asset value
$6.9M
as of Jul 28, 2017; not a fund size
Peak GAV
$7.2M
highest filing
Owners
27
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
10 filings
Apr 28, 2016 to Jul 28, 2017
Reporting history
one row per Form ADV filing
Gross asset value$6.9M as of Jul 28, 2017
Apr 28, 2016$7.2M then
Owners27 as of Jul 28, 2017
Apr 28, 201629 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Colorado, United Statesreported
Clients solicited
yes, 23% of the adviser's clients investedreported
Form D file number
021-115413reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Pershing LLC
    Jersey City, New Jersey
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
not on the adviser's later filingsderived
Share
0.0%reportedadviser and related persons