DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private fund

C••••••• S• P•••••••• L••

Venture Capital Fundadvised byC••••••• C••••••asset manager805-9868468842IAPD
Gross asset value
$475,791
as of May 1, 2024; not a fund size
Peak GAV
$475,791
highest filing
Owners
15
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
41%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
1 filings
May 1, 2024 to May 1, 2024
Reporting history
one row per Form ADV filing
Gross asset value: $475,791
Owners: 15
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Pinnacle
    Nashville, Tennessee
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
41%reportedadviser and related persons