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

Innovation X Holdings Qp, LLC - Palantir Series I

Private Equity Fundadvised byB. Riley Wealth Advisors, Inc.BD affiliated805-9507894959no longer reportedIAPD
Gross asset value
$32.9M
as of Oct 27, 2021; not a fund size
Peak GAV
$32.9M
highest filing
Owners
297
beneficial owners reported
Minimum investment
$25,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
18%
Reported
41 filings
Dec 19, 2017 to Oct 27, 2021
Reporting history
one row per Form ADV filing
Gross asset value$32.9M as of Oct 27, 2021
Dec 19, 2017$27.5M then
Owners297 as of Oct 27, 2021
Dec 19, 2017295 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-285672reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Signature Bank
    New York, New York · LEI 13-4149421
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
0.0%reportedadviser and related persons