DFX Intelligence

RIA Intelligence

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Private fund

W••••••• • I•• X••• L••

Venture Capital Fundadvised byW••••••• A••••••• L••independent RIA805-8194274503IAPD
Gross asset value
$2.3M
as of Mar 31, 2026; not a fund size
Peak GAV
$10.6M
highest filing
Owners
9
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
34 filings
Sep 12, 2012 to Mar 31, 2026
Reporting history
one row per Form ADV filing
Gross asset value$3.2M as of Aug 12, 2024
Sep 12, 2012$18,400 then
Owners9 as of Aug 12, 2024
Sep 12, 20129 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 14% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bny Mellon Na
    Boston, Massachusetts
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