DFX Intelligence

RIA Intelligence

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Private fund

H••••• H••••• P•••••••• L•••

Private Equity Fundadvised byW••••••••• A••••••••• I•••••••••asset manager805-7098644780IAPD
Gross asset value
$23.8M
as of Jul 9, 2026; not a fund size
Peak GAV
$529M
highest filing
Owners
133
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
11%
of the fund
Owned by funds
1%
fund-of-funds interests
Non-US owners
1%
Reported
40 filings
Mar 27, 2015 to Jul 9, 2026
Reporting history
one row per Form ADV filing
Gross asset value$23.8M as of Jul 9, 2026
Mar 27, 2015$55.2M then
Owners133 as of Jul 9, 2026
Mar 27, 201593 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
feeder of 805-1369274927reported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-228945reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • S•••• S••••• B••• A•• T•••• C••••••
    Boston, Massachusetts · LEI 571474TGEMMWANRLN572
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
11%reportedadviser and related persons