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
V•• V• F• L•••
Gross asset value
$382,219
as of May 18, 2020; not a fund size
Peak GAV
$4.1M
highest filing
Owners
6
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
85%
of the fund
Owned by funds
78%
fund-of-funds interests
Non-US owners
100%
Reported
15 filings
Feb 14, 2012 to May 18, 2020
Reporting history
one row per Form ADV filing
Gross asset value$382,219 as of May 18, 2020
Feb 14, 2012$3.3M then
Owners6 as of May 18, 2020
Feb 14, 201211 then
Structure
- Exclusion
- 3(c)(1), up to 100 ownersreported
- Master or feeder
- feeder of 805-8791821303reported
- Fund of funds
- yesreported
- Organized in
- United Kingdomreported
- Clients solicited
- noreported
- Form D file number
- none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Alter DomusSt. Peter Port, Guernsey
- The Royal Bank Of Scotland InternationalSt. Peter Port, Guernsey
Across DFX
shared identifiers only
- V•• V• F• L••• · peshared adv fund id
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
- 85%reportedadviser and related persons