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

Guggenheim Private Debt Fund Note Issuer 2.0, LLC

Securitized Asset Fundadvised byGuggenheim Partners Investment Management, LLCother805-8176900011IAPD
Gross asset value
$445M
as of Dec 3, 2024; not a fund size
Peak GAV
$1.9B
highest filing
Owners
20
beneficial owners reported
Minimum investment
$5.0M
as reported
Adviser and related own
63%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
26 filings
Aug 24, 2016 to Dec 3, 2024
Reporting history
one row per Form ADV filing
Gross asset value$445M as of Dec 3, 2024
Aug 24, 2016$751M then
Owners20 as of Dec 3, 2024
Aug 24, 201624 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 4% of the adviser's clients investedreported
Form D file number
021-256841reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • U.S. Bank
    Houston, Texas · LEI 6BYL5QZYBDK8S7L73M02
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
63%reportedadviser and related persons