DFX Intelligence

RIA Intelligence

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Private fund

B••• C•••• D••• W••••••••• L•• • M•••••• 2•••

Private Equity Fundadvised byB••• C•••• A•••• M••••••••• L••mixed wealth805-9123782647IAPD
Gross asset value
$0
as of Mar 24, 2026; not a fund size
Peak GAV
$12.0M
highest filing
Owners
8
beneficial owners reported
Minimum investment
$500,000
as reported
Adviser and related own
17%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
3 filings
Feb 22, 2023 to Mar 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$12.0M as of Sep 13, 2024
Feb 22, 2023$12.0M then
Owners8 as of Sep 13, 2024
Feb 22, 20238 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, 4% of the adviser's clients investedreported
Form D file number
021-449166reportedthe 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
on the adviser's latest filing in the extractderived
Share
17%reportedadviser and related persons