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

M••••••• I•••• I• A• C••••• I•••••• E••••••• L•••••• P•••••••••

Gross asset value
$22.7M
as of Oct 21, 2024; not a fund size
Peak GAV
$125M
highest filing
Owners
15
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
52%
fund-of-funds interests
Non-US owners
67%
Reported
24 filings
Mar 26, 2012 to Oct 21, 2024
Reporting history
one row per Form ADV filing
Gross asset value$22.7M as of Oct 21, 2024
Mar 26, 2012$124M then
Owners15 as of Oct 21, 2024
Mar 26, 201217 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-118190reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Apex Fund & Corporate Services (Mauritius) Ltd.
    Trianon, Mauritius
  • Bank Of America
    San Francisco, California
  • First Republic Bank
    San Francisco, California
  • Kotak Mahindra Bank L••••••
    Mumbai, India
  • Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, California
  • Silicon Valley Bank
    Santa Clara, California
  • The Mauritius Commercial Bank Ltd.
    Port Louis, Mauritius
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