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

M•• A•• D••••••••• T•••••• C•••••• L•

Other Private Fundadvised byM•• I••••••••• •••• C••••former805-8291048235IAPD
Gross asset value
$540M
as of Jan 31, 2013; not a fund size
Peak GAV
$590M
highest filing
Owners
4,438
beneficial owners reported
Minimum investment
$10,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
3 filings
Aug 29, 2012 to Jan 31, 2013
Reporting history
one row per Form ADV filing
Gross asset value$540M as of Jan 31, 2013
Aug 29, 2012$590M then
Owners4,438 as of Jan 31, 2013
Aug 29, 20124,438 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
master fundreported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Type as written
COMMODITY POOLreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Credit Suisse
    Sydney, Australia
  • Deutsche Bank
    London, United Kingdom
  • JP Morgan
    Columbus, Ohio
  • JP Morgan
    New York, New York
  • Royal Bank Of Scotland
    Edinburgh, United Kingdom
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
0.0%reportedadviser and related persons