DFX Intelligence

RIA Intelligence

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Private fund

B••• C•••• P••••••• 2••••• •••• L•••

Private Equity Fundadvised byB••• C•••• A•••• M••••••••• L••mixed wealth805-8611401558no longer reportedIAPD
Gross asset value
$0
as of Sep 13, 2024; not a fund size
Peak GAV
$10.0M
highest filing
Owners
14
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
35%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
11 filings
Aug 2, 2018 to Sep 13, 2024
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Sep 13, 2024
Aug 2, 2018$10.0M then
Owners14 as of Sep 13, 2024
Aug 2, 201814 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Colorado, United Statesreported
Clients solicited
yes, 5% of the adviser's clients investedreported
Form D file number
021-310248reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • U•• B••• N•••
    Denver, Colorado
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
35%reportedadviser and related persons