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

Hcm-Sof I, LLC

Other Private Fundadvised byStrategy Asset Managers L.L.C.independent RIA805-8757837155IAPD
Gross asset value
$6.0M
as of Jun 11, 2026; not a fund size
Peak GAV
$6.0M
highest filing
Owners
6
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
2%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
5 filings
Nov 30, 2023 to Jun 11, 2026
Reporting history
one row per Form ADV filing
Gross asset value$460,000 as of Sep 18, 2024
Nov 30, 2023$460,000 then
Owners6 as of Sep 18, 2024
Nov 30, 20236 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
yes, 1% of the adviser's clients investedreported
Form D file number
021-2001539reportedthe join to the Form D offering
Type as written
POOLED INVESTMENT FUND INTERESTreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Zimmerman, Kiser & Sutcliffe, P.A.
    Orlando, Florida · LEI 549300PHCR9CEFWE7K65
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
2.0%reportedadviser and related persons