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
B•••••• C••• I••••• • T•• E••••• L•• F•••• W••••••• C••• I••••• • T•• E••••• L••
Other Private Fundadvised byB•••••• I••••••••• M••••••••• I••mixed wealth805-8250632758no longer reportedIAPD
Gross asset value
$1.3M
as of Mar 29, 2019; not a fund size
Peak GAV
$31.8M
highest filing
Owners
5
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
20 filings
Mar 29, 2012 to Mar 29, 2019
Reporting history
one row per Form ADV filing
Gross asset value$1.3M as of Mar 29, 2019
Mar 29, 2012$31.8M then
Owners5 as of Mar 29, 2019
Mar 29, 201212 then
Structure
- Exclusion
- 3(c)(1), up to 100 ownersreported
- Master or feeder
- standalonereported
- Fund of funds
- noreported
- Organized in
- Nebraska, United Statesreported
- Clients solicited
- noreported
- Form D file number
- 021-139576reportedthe join to the Form D offering
- Type as written
- PORTFOLIO OF TAX-E••••• BONDSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- First National Bank Of OmahaOmaha, Nebraska
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