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

Sfm Opportunities Vii, L.P.

Private Equity Fundadvised byBrown Advisoryindependent RIA805-6502625656IAPD
Gross asset value
$87.6M
as of Mar 30, 2026; not a fund size
Peak GAV
$87.6M
highest filing
Owners
64
beneficial owners reported
Minimum investment
$250,000
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
Mar 30, 2020 to Mar 30, 2026
Reporting history
one row per Form ADV filing
Gross asset value$46.1M as of May 17, 2024
Mar 30, 2020$40.0M then
Owners64 as of May 17, 2024
Mar 30, 20205 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Virginia, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-354525reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    San Francisco, California
  • National Financial Services LLC
    Boston, Massachusetts
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
0.0%reportedadviser and related persons