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
K•••••• E••••••• P••••••• I• L•••
Gross asset value
$106M
as of Mar 26, 2024; not a fund size
Peak GAV
$2.0B
highest filing
Owners
33
beneficial owners reported
Minimum investment
$50.0M
as reported
Adviser and related own
3%
of the fund
Owned by funds
14%
fund-of-funds interests
Non-US owners
56%
Reported
21 filings
Aug 16, 2013 to Mar 26, 2024
Reporting history
one row per Form ADV filing
Gross asset value$106M as of Mar 26, 2024
Aug 16, 2013$0 then
Owners33 as of Mar 26, 2024
Aug 16, 20130 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- master fundreported
- Fund of funds
- noreported
- Organized in
- Bermudareported
- Clients solicited
- noreported
- Form D file number
- 021-205601reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Barclays Bank PlcNew York, New York · LEI G5GSEF7VJP5I7OUK5573
- Citibank, National AssociationDallas, Texas · LEI E57ODZWZ7FF32TWEFA76
- Deutsche Bank AktiengesellschaftNew York, New York · LEI 7LTWFZYICNSX8D621K86
- J.P. Morgan Bank, N.A.Dallas, Texas
- J.P. Morgan Securities LLCDallas, Texas
- Lloyds BankLondon, United Kingdom
- Macquarie Bank LimitedSydney, Australia · LEI 4ZHCHI4KYZG2WVRT8631
- Nomura International PlcLondon, United Kingdom · LEI DGQCSV2PHVF7I2743539
- The Bank Of N.T. Butterfield & Son LimitedHamilton, Bermuda · LEI 549300V8RVM0EMTDPF28
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
- 3.0%reportedadviser and related persons