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

H&B Real Estate Ventures IV, LLC

Real Estate Fundadvised byHomrich Bergformer805-9353918225IAPD
Gross asset value
$77,686
as of Sep 21, 2021; not a fund size
Peak GAV
$14.4M
highest filing
Owners
93
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
3%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
65 filings
Mar 30, 2012 to Sep 21, 2021
Reporting history
one row per Form ADV filing
Gross asset value$77,686 as of Sep 21, 2021
Mar 30, 2012$10.2M then
Owners93 as of Sep 21, 2021
Mar 30, 201297 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Georgia, United Statesreported
Clients solicited
yes, 5% of the adviser's clients investedreported
Form D file number
021-87226reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    San Francisco, California
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
3.0%reportedadviser and related persons