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

G•••• C•••••• P••••••• I••••••••• V•••• L•••

Hedge Fundadvised byG• O••• A••••••• L••asset manager805-9365661886no longer reportedIAPD
Gross asset value
$387M
as of Feb 27, 2019; not a fund size
Peak GAV
$390M
highest filing
Owners
199
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
0%
of the fund
Owned by funds
17%
fund-of-funds interests
Non-US owners
37%
Reported
27 filings
Feb 26, 2013 to Feb 27, 2019
Reporting history
one row per Form ADV filing
Gross asset value$387M as of Feb 27, 2019
Feb 26, 2013$67.7M then
Owners199 as of Feb 27, 2019
Feb 26, 201378 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-176685reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Silicon Valley Bank
    Santa Clara, California · LEI 0K2D5AK28E3O5CC06E35
  • Wells Fargo Bank, N.A.
    San Francisco, California · LEI KB1H1DSPRFMYMCUFXT09
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
not on the adviser's later filingsderived
Share
0.0%reportedadviser and related persons