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

Earnest Partners Global Fund (A Separate Series Of The Earnest Series Investment Trust)

Other Private Fundadvised byEarnest Partners, LLCother805-6467404848IAPD
Gross asset value
$70.7M
as of May 7, 2024; not a fund size
Peak GAV
$70.7M
highest filing
Owners
3
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
6 filings
Mar 29, 2023 to May 7, 2024
Reporting history
one row per Form ADV filing
Gross asset value$70.7M as of May 7, 2024
Mar 29, 2023$61.5M then
Owners3 as of May 7, 2024
Mar 29, 20233 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
New Hampshire, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-500072reportedthe join to the Form D offering
Type as written
GLOBAL EQUITYreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • State Street Bank And Trust Company Of New Hampshire
    Nashua, New Hampshire
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
1.0%reportedadviser and related persons