DFX Intelligence

RIA Intelligence

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Private fund

B••• C•••• M••••••••• F••• • M••••••• L•••

Hedge Fundadvised byB••• C•••• A•••• M••••••••• L••mixed wealth805-9613519017no longer reportedIAPD
Gross asset value
$0
as of Apr 16, 2019; not a fund size
Peak GAV
$62.8M
highest filing
Owners
8
beneficial owners reported
Minimum investment
$335,000
as reported
Adviser and related own
7%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
18 filings
Mar 6, 2013 to Apr 16, 2019
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Apr 16, 2019
Mar 6, 2013$16.8M then
Owners8 as of Apr 16, 2019
Mar 6, 20138 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 4% of the adviser's clients investedreported
Form D file number
021-189574reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • U•• B•••• N•••
    Kansas City, Missouri
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
7.0%reportedadviser and related persons