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

Aequitas Hybrid Fund, LLC - Series C

Private Equity Fundadvised byAequitas Investment Management, LLCformer805-8489281401no longer reportedIAPD
Gross asset value
$852,342
as of Sep 11, 2012; not a fund size
Peak GAV
$852,342
highest filing
Owners
10
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
6%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
4 filings
Mar 30, 2012 to Sep 11, 2012
Reporting history
one row per Form ADV filing
Gross asset value$852,342 as of Sep 11, 2012
Mar 30, 2012$852,342 then
Owners10 as of Sep 11, 2012
Mar 30, 201210 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-97440reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Key Bank, N.A.
    Portland, Oregon
  • West Coast Trust
    Salem, Oregon
Across DFX
shared identifiers only
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
6.0%reportedadviser and related persons