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

T• J•••• F•••••• L•••

Gross asset value
$48.6M
as of Dec 7, 2024; not a fund size
Peak GAV
$55.3M
highest filing
Owners
2
beneficial owners reported
Minimum investment
$10.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
100%
Reported
18 filings
Mar 29, 2019 to Dec 7, 2024
Reporting history
one row per Form ADV filing
Gross asset value$48.6M as of Dec 7, 2024
Mar 29, 2019$25.9M then
Owners2 as of Dec 7, 2024
Mar 29, 20192 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
feeder of 805-7250801876reported
Fund of funds
noreported
Organized in
Cayman Islandsreported
Clients solicited
noreported
Form D file number
021-326908reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bmo Harris Bank, Na
    Chicago, Illinois · LEI 3Y4U8VZURTYWI1W2K376
  • Silicon Valley Bank, Division Of First Citizens Bank
    Santa Clara, California
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
0.0%reportedadviser and related persons