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

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Gross asset value
$521M
as of Dec 18, 2024; not a fund size
Peak GAV
$521M
highest filing
Owners
25
beneficial owners reported
Minimum investment
$1
as reported
Adviser and related own
8%
of the fund
Owned by funds
28%
fund-of-funds interests
Non-US owners
88%
Reported
28 filings
Oct 12, 2022 to Dec 18, 2024
Reporting history
one row per Form ADV filing
Gross asset value$521M as of Dec 18, 2024
Oct 12, 2022$0 then
Owners25 as of Dec 18, 2024
Oct 12, 20220 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-452667reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • JP Morgan Chase Bank, N.A.
    New York, New York · LEI 7H6GLXDRUGQFU57RNE97
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
8.0%reportedadviser and related persons