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

Knox Opportunity Fund, LP

Private Equity Fundadvised byKnox Capital Advisors, LLCformer805-6554906037IAPD
Gross asset value
$4.6M
as of Mar 29, 2018; not a fund size
Peak GAV
$18.0M
highest filing
Owners
20
beneficial owners reported
Minimum investment
$40,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
12 filings
Mar 8, 2012 to Mar 29, 2018
Reporting history
one row per Form ADV filing
Gross asset value$4.6M as of Mar 29, 2018
Mar 8, 2012$18.0M then
Owners20 as of Mar 29, 2018
Mar 8, 201225 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Utah, United Statesreported
Clients solicited
noreported
Form D file number
021-158647reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • E-Trade
    Jersey City, New Jersey
  • Td Ameritrade
    San Diego, California
  • Zions Bank
    Draper, Utah
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
1.0%reportedadviser and related persons