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

S• C•••••• 1• L••

Private Equity Fundadvised byF••••••• W••••• M••••••••• L••former805-8503019914no longer reportedIAPD
Gross asset value
$4.7M
as of Jun 25, 2020; not a fund size
Peak GAV
$4.7M
highest filing
Owners
18
beneficial owners reported
Minimum investment
$25,000
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
Mar 27, 2020 to Jun 25, 2020
Reporting history
one row per Form ADV filing
Gross asset value$4.7M as of Jun 25, 2020
Mar 27, 2020$4.7M then
Owners18 as of Jun 25, 2020
Mar 27, 202018 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Kansas, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • First National Bank Of Hutchinson
    Hutchinson, Kansas
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
0.0%reportedadviser and related persons