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.

Private fund

Wisequity Vi

Other Private Fundadvised byunclassified805-8438608008IAPD
Gross asset value
$432M
as of Mar 29, 2024; not a fund size
Peak GAV
$432M
highest filing
Owners
57
beneficial owners reported
Minimum investment
$540,040
as reported
Adviser and related own
5%
of the fund
Owned by funds
48%
fund-of-funds interests
Non-US owners
98%
Reported
1 filings
Mar 29, 2024 to Mar 29, 2024
Reporting history
one row per Form ADV filing
Gross asset value: $432M
Owners: 57
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Italyreported
Clients solicited
yes, 78% of the adviser's clients investedreported
Form D file number
021-258919reportedthe join to the Form D offering
Type as written
PRIVATE EQUITY ASSETSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bank
    Sondrio, Italy
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
5.0%reportedadviser and related persons