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

Brown Venture Investors LP/Series 1999 - Q

Private Equity Fundadvised byBrown Advisory Investment Solutions Group LLCasset manager805-9028446908no longer reportedIAPD
Gross asset value
$245,210
as of Nov 30, 2017; not a fund size
Peak GAV
$2.3M
highest filing
Owners
11
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
32%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
18 filings
Mar 16, 2012 to Nov 30, 2017
Reporting history
one row per Form ADV filing
Gross asset value$245,210 as of Nov 30, 2017
Mar 16, 2012$2.3M then
Owners11 as of Nov 30, 2017
Mar 16, 201211 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • U.S. Bank
    Minneapolis, Minnesota
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
32%reportedadviser and related persons