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

Auto Loan Fund, LLC

Private Equity Fundadvised byForesight Wealth Management, LLCformer805-7954156255IAPD
Gross asset value
$13.2M
as of Sep 9, 2022; not a fund size
Peak GAV
$13.2M
highest filing
Owners
65
beneficial owners reported
Minimum investment
$100,000
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
Nov 30, 2020 to Sep 9, 2022
Reporting history
one row per Form ADV filing
Gross asset value$13.2M as of Sep 9, 2022
Nov 30, 2020$12.7M then
Owners65 as of Sep 9, 2022
Nov 30, 202063 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Utah, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
021-289454reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Zions Bancorporation, N.A.
    Draper, Utah · LEI 8WH0EE09O9V05QJZ3V89
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