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

M• D••••• E••••••• F••• L•

Gross asset value
$529,436
as of Dec 21, 2020; not a fund size
Peak GAV
$40.0M
highest filing
Owners
399
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
100%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
11%
Reported
27 filings
Mar 31, 2017 to Dec 21, 2020
Reporting history
one row per Form ADV filing
Gross asset value$529,436 as of Dec 21, 2020
Mar 31, 2017$40.0M then
Owners399 as of Dec 21, 2020
Mar 31, 201783 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
feeder of 805-4084134709reported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-257349reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • State Street Bank And Trust Company
    Boston, Massachusetts · LEI 571474TGEMMWWNRLN572
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
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
100%reportedadviser and related persons