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 byunclassified805-6924789014IAPD
Gross asset value
$519M
as of Jun 26, 2024; not a fund size
Peak GAV
$885M
highest filing
Owners
48
beneficial owners reported
Minimum investment
$500,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
54%
fund-of-funds interests
Non-US owners
69%
Reported
9 filings
Jun 29, 2016 to Jun 26, 2024
Reporting history
one row per Form ADV filing
Gross asset value$519M as of Jun 26, 2024
Jun 29, 2016$270M then
Owners48 as of Jun 26, 2024
Jun 29, 201630 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
United Kingdomreported
Clients solicited
noreported
Form D file number
021-257014reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Intertrust Fund Services
    London, United Kingdom
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