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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Private fund

R••••••• C•• I• L••

Private Equity Fundadvised byT•••• B••• C•••••• L••mixed wealth805-7207777448IAPD
Gross asset value
$20.7M
as of Jun 9, 2026; not a fund size
Peak GAV
$20.7M
highest filing
Owners
44
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
10 filings
Oct 28, 2022 to Jun 9, 2026
Reporting history
one row per Form ADV filing
Gross asset value$20.7M as of Nov 18, 2024
Oct 28, 2022$20.7M then
Owners44 as of Nov 18, 2024
Oct 28, 202244 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
California, United Statesreported
Clients solicited
yes, 14% of the adviser's clients investedreported
Form D file number
021-434595reportedthe join to the Form D offering
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
0.0%reportedadviser and related persons