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

Pv Westwood Alt Fund I, LLC (Bulter)

Private Equity Fundadvised byWestwood Wealth Managementmixed wealth805-7156218485IAPD
Gross asset value
$0
as of Oct 27, 2023; not a fund size
Peak GAV
$0
highest filing
Owners
13
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
28%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
4 filings
Mar 31, 2023 to Oct 27, 2023
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Oct 27, 2023
Mar 31, 2023$0 then
Owners13 as of Oct 27, 2023
Mar 31, 202313 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
yes, 1% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
No custodian reported.
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
28%reportedadviser and related persons