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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Private fund

O••••• A••••• F••• V• ••••••••• L•

Private Equity Fundadvised byO• P•••••• C••••••mixed wealth805-8417225125IAPD
Gross asset value
$125M
as of Aug 28, 2026; not a fund size
Peak GAV
$125M
highest filing
Owners
5
beneficial owners reported
Minimum investment
$20.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
90%
Reported
7 filings
Mar 31, 2022 to Aug 28, 2026
Reporting history
one row per Form ADV filing
Gross asset value$100M as of Nov 14, 2024
Mar 31, 2022$96.3M then
Owners5 as of Nov 14, 2024
Mar 31, 20225 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-415690reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Silicon Valley Bank
    Santa Clara, California · LEI 0K2D5AK28E3O5CC06E35
  • The Northern Trust Company
    Chicago, Illinois · LEI 6PTKHDJ8HDUF78PFWH30
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