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

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Private Equity Fundadvised byunclassified805-6833340043IAPD
Gross asset value
$89.3M
as of Mar 27, 2024; not a fund size
Peak GAV
$89.3M
highest filing
Owners
23
beneficial owners reported
Minimum investment
$10.0M
as reported
Adviser and related own
33%
of the fund
Owned by funds
41%
fund-of-funds interests
Non-US owners
60%
Reported
4 filings
Dec 21, 2022 to Mar 27, 2024
Reporting history
one row per Form ADV filing
Gross asset value$89.3M as of Mar 27, 2024
Dec 21, 2022$48.8M then
Owners23 as of Mar 27, 2024
Dec 21, 202221 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
yes, 33% of the adviser's clients investedreported
Form D file number
021-419166reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • East West Bank
    Pasadena, California · LEI F28JOQ8OBWCFUYM0UX93
  • State Street Bank And Trust Company, Hong Kong
    Hong Kong, Hong Kong · LEI 571474TGEMMWANRLN572
  • China Renaissance Securities (Hong Kong) Limited
    Hong Kong, Hong Kong · LEI 254900IT44CK0D7A0Q18
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
33%reportedadviser and related persons