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

P•••••• A••••••••• L••• F•••••• L••

Private Equity Fundadvised byP•••••• C••••• M••••••••• L••asset manager805-9496985500IAPD
Gross asset value
$187M
as of Oct 16, 2024; not a fund size
Peak GAV
$224M
highest filing
Owners
3
beneficial owners reported
Minimum investment
$10.0M
as reported
Adviser and related own
5%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
95%
Reported
9 filings
Mar 31, 2022 to Oct 16, 2024
Reporting history
one row per Form ADV filing
Gross asset value$187M as of Oct 16, 2024
Mar 31, 2022$176M then
Owners3 as of Oct 16, 2024
Mar 31, 20223 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
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
No custodian reported.
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
5.0%reportedadviser and related persons