DFX Intelligence

RIA Intelligence

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Private fund

H••••• H•••••• T•• C••••• F••• L•• L•

Other Private Fundadvised byH••••• H•••••• C•••••• L••asset manager805-7534544300IAPD
Gross asset value
$2.2M
as of Mar 25, 2026; not a fund size
Peak GAV
$4.7M
highest filing
Owners
2
beneficial owners reported
Minimum investment
Not disclosed
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
19 filings
Mar 29, 2016 to Mar 25, 2026
Reporting history
one row per Form ADV filing
Gross asset value$2.2M as of Mar 25, 2026
Mar 29, 2016$4.7M then
Owners2 as of Mar 25, 2026
Mar 29, 20162 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-245767reportedthe join to the Form D offering
Type as written
LOW INCOME H•••••• TAX CREDIT INVESTMENTSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • B••• O• A••••••• N•••
    Boston, Massachusetts
  • Z•••• B•••
    Boise, Idaho
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
on the adviser's latest filing in the extractderived
Share
1.0%reportedadviser and related persons