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
M•• 9•• A• S••••••••• P•••••••• O• L•• S••
Hedge Fundadvised byL••••••••• I••••••••• P•••••••• L••asset manager805-7492034475no longer reportedIAPD
Gross asset value
$805M
as of Aug 28, 2020; not a fund size
Peak GAV
$1.4B
highest filing
Owners
8
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
100%
fund-of-funds interests
Non-US owners
38%
Reported
60 filings
Mar 28, 2012 to Aug 28, 2020
Reporting history
one row per Form ADV filing
Gross asset value$805M as of Aug 28, 2020
Mar 28, 2012$723M then
Owners8 as of Aug 28, 2020
Mar 28, 20124 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- noreported
- Organized in
- Cayman Islandsreported
- Clients solicited
- yes, 4% of the adviser's clients investedreported
- Form D file number
- none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Citibank NaNew York, New York
- Citigroup Global Markets Inc.New York, New York
- Credit Suisse InternationalLondon, United Kingdom
- Deutsche Bank AgFrankfurt, Germany
- Goldman Sachs InternationalLondon, United Kingdom
- J.P. Morgan Securities LLCNew York, New York
- JP Morgan Chase Bank, NaNew York, New York
- Nomura Global Financial Products Inc.New York, New York
- Nomura International PlcLondon, United Kingdom
- RBC Capital Markets, LLCNew York, New York
- The Bank Of New York Mellon Corp.New York, New York
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
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
- 0.0%reportedadviser and related persons