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
C•••••• C•••••• M••••• F••• L••
Gross asset value
$988M
as of Mar 28, 2024; not a fund size
Peak GAV
$1.3B
highest filing
Owners
10
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
16%
of the fund
Owned by funds
50%
fund-of-funds interests
Non-US owners
77%
Reported
14 filings
Jan 6, 2016 to Mar 28, 2024
Reporting history
one row per Form ADV filing
Gross asset value$988M as of Mar 28, 2024
Jan 6, 2016$144M then
Owners10 as of Mar 28, 2024
Jan 6, 20162 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- master fundreported
- Fund of funds
- noreported
- Organized in
- Cayman Islandsreported
- Clients solicited
- noreported
- Form D file number
- 021-229208reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Bank Of New York MellonNew York, New York
- Goldman Sachs InternationalLondon, United Kingdom · LEI W22LROWP2IHZNBB6K528
- JP Mrgan Securities PlcLondon, United Kingdom
- Merrill Lynch InternationalLondon, United Kingdom
- State Street Bank And Trust CompanyBoston, Massachusetts
- UBS AgLondon, United Kingdom
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
- on the adviser's latest filing in the extractderived
- Share
- 16%reportedadviser and related persons