DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Funds / AGW PE Access Vehicle: Bpv - IV, LLC
AGW PE Access Vehicle: Bpv - IV, LLC
Amounts, each with its basis
- Vintage
- 2021basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $6.0Mwhat may be sold, not what was raised; file 021-388603, sworn by the adviser or filed under this vehicle
- Form D sold
- $2.0Mas of the filing of Feb 5, 2021, 7 investors
- First sale
- Jan 26, 2021
- Reported GAV
- $2.6Mon the Form ADV filed Jun 10, 2024; the fund's assets, never its size or dry powder
- Owners (ADV)
- 16
- Reported on ADV
- Jul 22, 2021 to Jun 10, 2024
Fundraising evidence
Unknown
latest Form D 2021-02-05, older than 15 months (fr-1)
evidence dated Feb 5, 2021. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Mature
vintage 4 to 7 years
age years: 5first sale: 2021-01-26vintage year: $2,021adv gav as of: 2024-06-10vintage basis: form_d_first_saleform d sold usd: $2.0Mform d offering usd: $6.0Mform d latest filed at: 2021-02-05
The fund's own reporting through time
13 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Jul 22, 2021 | Venture Capital Fund | $4.6M | 15 | $100,000 | 0% | yes | |
| Sep 2, 2021 | Venture Capital Fund | $4.6M | 15 | $100,000 | 0% | yes | |
| Mar 30, 2022 | Venture Capital Fund | $532,754 | 15 | $250,000 | 27% | yes | |
| Apr 13, 2022 | Venture Capital Fund | $532,754 | 15 | $250,000 | 27% | yes | |
| Jun 23, 2022 | Venture Capital Fund | $532,754 | 15 | $250,000 | 27% | yes | |
| Jul 29, 2022 | Venture Capital Fund | $532,754 | 15 | $250,000 | 27% | yes | |
| Jan 30, 2023 | Venture Capital Fund | $532,754 | 15 | $250,000 | 27% | yes | |
| Mar 31, 2023 | Venture Capital Fund | $1.0M | 16 | $250,000 | 26% | yes | |
| Apr 6, 2023 | Venture Capital Fund | $1.0M | 16 | $250,000 | 26% | yes | |
| Apr 28, 2023 | Venture Capital Fund | $1.0M | 16 | $250,000 | 26% | yes | |
| Sep 20, 2023 | Venture Capital Fund | $1.0M | 16 | $250,000 | 26% | yes | |
| Mar 27, 2024 | Other Private Fund | $2.6M | 16 | $250,000 | 10% | yes | |
| Jun 10, 2024 | Other Private Fund | $2.6M | 16 | $250,000 | 10% | yes |
Principals and agents
3 principals on Form D, 0 placement agents
- Peter J. Gardner Director
- Jeffrey S. Annis Director
- Paul L. Whiting, Jr Director
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
- Jul 22, 2021AGW PE Access Vehicle: Bpv - IV, LLC first reported on Form ADV by AGW Capital Advisors (Venture Capital Fund), GAV $4,600,000Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 5, 2021AGW PE Access Vehicle: BPV-IV, LLC filed Form D: $2,000,000 sold of $6,000,000, Other Investment FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
15 observations
Every observation on this vehicle
- Entity type: Limited Liability Company Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Other Investment Fund Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $2.0M Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $6.0M Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b, 3C, 3C.7 Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2021-01-26 Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 7 Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 100,000 Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity,pooled Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 511 WEST BAY STREET, SUITE 310, TAMPA, FL, 33606 Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2021 Feb 5, 2021 Fact SEC EDGAR Form D data sets (quarterly)