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

Rgt Crow IV, LP

Private Equity Fundadvised byRgt Wealth Advisorsformer805-6864725499no longer reportedIAPD
Gross asset value
$635,693
as of Aug 2, 2017; not a fund size
Peak GAV
$1.9M
highest filing
Owners
27
beneficial owners reported
Minimum investment
$25,000
as reported
Adviser and related own
3%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
22 filings
Mar 30, 2012 to Aug 2, 2017
Reporting history
one row per Form ADV filing
Gross asset value$635,693 as of Aug 2, 2017
Mar 30, 2012$1.5M then
Owners27 as of Aug 2, 2017
Mar 30, 201226 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Texas, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    San Francisco, California
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
3.0%reportedadviser and related persons