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

Altair Oh Xiii, LLC

Private Equity Fundadvised byJ.P. Morgan Private Wealth Advisors LLCformer805-7467576815no longer reportedIAPD
Gross asset value
$81.2M
as of Jun 28, 2021; not a fund size
Peak GAV
$97.6M
highest filing
Owners
172
beneficial owners reported
Minimum investment
$500,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
40 filings
Mar 28, 2014 to Jun 28, 2021
Reporting history
one row per Form ADV filing
Gross asset value$81.2M as of Jun 28, 2021
Mar 28, 2014$29.8M then
Owners172 as of Jun 28, 2021
Mar 28, 2014170 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
021-203603reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • National Financial Services LLC
    Westlake, Texas
  • Pershing LLC
    Jersey City, New Jersey
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
1.0%reportedadviser and related persons