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
S•••
Other Private Fundadvised byS••••• O•••••• A• P••• O• B•• F•••••••• G••••bank affiliated805-6464513653no longer reportedIAPD
Gross asset value
$0
as of Aug 4, 2016; not a fund size
Peak GAV
$0
highest filing
Owners
9
beneficial owners reported
Minimum investment
$1
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
18 filings
Apr 1, 2013 to Aug 4, 2016
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Aug 4, 2016
Apr 1, 2013$0 then
Owners9 as of Aug 4, 2016
Apr 1, 20133 then
Structure
- Exclusion
- 3(c)(1), up to 100 ownersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Utah, United Statesreported
- Clients solicited
- noreported
- Form D file number
- none reportedreported
- Type as written
- DIVERSIFIEDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Charles Schwab & Co., Inc.San Francisco, California
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