DFX Intelligence
Medical Investment Solutions LLLP
As of · the latest observation of this vehicle; each figure below carries its own filing date
MatureFundraising status unknownother manager vehicleADV: Private Equity FundOutside venture scope
A private equity fund outside venture scope, shown because its manager is on the venture graph.
As of · the latest observation of this vehicle; each figure below carries its own filing date
2 events
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- +7039%reported GAV
Reported gross assets rose from $252K to $18M between the Form ADV filings of 23 Feb 2024 and 24 Feb 2026.
The fund's assets as the adviser swears them, never its size or dry powder.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2020basis: 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
- indefinitewhat may be sold, not what was raised; file 021-414905, sworn by the adviser or filed under this vehicle
- Form D sold
- $140,000as of the filing of Sep 28, 2021, 3 investors
- First sale
- Apr 15, 2020
- Reported GAV
- $18.0Mon the Form ADV filed Feb 24, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 6
- Reported on ADV
- Mar 11, 2020 to Feb 24, 2026
Fundraising evidence
What counts as raisingA 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.Unknown
latest Form D 2021-09-28, older than 15 months (fr-1)
evidence dated Sep 28, 2021.
Lifecycle
Mature
Lifecycle
vintage 4 to 7 years
age years: 6first sale: Apr 15, 2020vintage year: 2020adv gav as of: Feb 24, 2026vintage basis: Form d first saleform d sold: $140,000form d offering: n/aform d latest filed at: Sep 28, 2021
The fund's own reporting through time
11 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 11, 2020 | Venture Capital Fund | $0 | 1 | $50,000 | 0% | yes | |
| Mar 17, 2020 | Venture Capital Fund | $0 | 1 | $50,000 | 0% | yes | |
| Jun 24, 2020 | Venture Capital Fund | $0 | 1 | $50,000 | 0% | yes | |
| Mar 3, 2021 | Venture Capital Fund | $0 | 1 | $50,000 | 0% | yes | |
| Mar 3, 2021 | Venture Capital Fund | $0 | 1 | $50,000 | 0% | yes | |
| Jul 7, 2021 | Venture Capital Fund | $25,000 | 2 | $50,000 | 25% | yes | |
| Mar 29, 2022 | Venture Capital Fund | $125,000 | 2 | $50,000 | 0% | yes | |
| Jan 13, 2023 | Other Private Fund | $125,000 | 2 | $50,000 | 0% | yes | |
| Aug 4, 2023 | Other Private Fund | $252,196 | 3 | $50,000 | 0% | yes | |
| Feb 23, 2024 | Other Private Fund | $252,196 | 3 | $50,000 | 0% | yes | |
| Feb 24, 2026 | Private Equity Fund | $18.0M | 6 | $250,000 | 98% |
Principals and agents
1 principal on Form D, 0 placement agents
- Michael P Quatrini Executive Officer
Service providers
3 named on Form ADV Schedule D and Form D
- AuditorASSURANCE DIMENSIONS, LLC · TAMPA, Florida, United StatesForm ADV filed Feb 24, 2026 reports.adviserinfo.sec.gov
- AdministratorTOWER FUND SERVICES · RED BANK, New Jersey, United StatesForm ADV filed Feb 24, 2026 reports.adviserinfo.sec.gov
- CustodianTHE ENTRUST GROUP · OAKLAND, California, United StatesForm ADV filed Feb 24, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).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.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
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
7 events
- Nov 21, 2025Auditor changed: ASSURANCE DIMENSIONS, LLC replaced DRENCHKO STEPHANIE SHERADIN, A CERTIFIED PUBLIC ACCOUNTANT HOLDING LICENSE: #098780, first reported on the Form ADV filed November 21, 2025 (previous filing July 8, 2025)Auditor changed Fact Form ADV
- Aug 4, 2023Auditor changed: DRENCHKO STEPHANIE SHERADIN, A CERTIFIED PUBLIC ACCOUNTANT HOLDING LICENSE: #098780 replaced CPA CFO FIRM - ABDUL RAZZAK, first reported on the Form ADV filed August 4, 2023 (previous filing January 13, 2023)Auditor changed Fact Form ADV
- Aug 4, 2023Custodian changed: THE ENTRUST GROUP replaced EQUITY TRUST COMPANY, first reported on the Form ADV filed August 4, 2023 (previous filing January 13, 2023)Custodian changed Fact Form ADV
- Jan 13, 2023Auditor changed: CPA CFO FIRM - ABDUL RAZZAK replaced SPICER JEFFRIES LLP, first reported on the Form ADV filed January 13, 2023 (previous filing March 29, 2022)Auditor changed Fact Form ADV
- Sep 28, 2021Medical Investment Solutions LLLP filed Form D: $140,000 sold (indefinite offering), Venture Capital FundForm D filed Fact Form D
Evidence
17 observations
Every observation on this vehicle
- Entity type: Other Sep 28, 2021 Fact Form D
- Form D fund type: Venture Capital Fund Sep 28, 2021 Fact Form D
- Form D industry group: Pooled Investment Fund Sep 28, 2021 Fact Form D
- Amendment: false Sep 28, 2021 Fact Form D
- Amendment: true Sep 28, 2021 Fact Form D
- Revenue range (Form D): Decline to Disclose Sep 28, 2021 Fact Form D
- Incorporated: withinFiveYears Sep 28, 2021 Fact Form D
- Jurisdiction: Florida Sep 28, 2021 Fact Form D
- Amount sold (Form D): $140,000 Sep 28, 2021 Fact Form D
- Exemptions: 06c, 3C, 3C.1, 3C.7 Sep 28, 2021 Fact Form D
- First sale: 2020-04-15 Sep 28, 2021 Fact Form D
- Indefinite offering: true Sep 28, 2021 Fact Form D
- Investors (Form D): 3 Sep 28, 2021 Fact Form D
- Minimum investment (Form D): 250,000 Sep 28, 2021 Fact Form D
- Securities offered: pooled Sep 28, 2021 Fact Form D
- Office address: Sep 28, 2021 Fact Form D
- Year of incorporation: 2020 Sep 28, 2021 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
Medical Investment Solutions LLLP is the same institution as 2 records in Private Equity and RIA and Wealth.
Private Equity1RIA and Wealth1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
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Record history
3 dated events on the change ledger, latest event first
- Form D filed2021-09-28source on record
- Form D filed2021-09-28source on record
- Fund first reported on ADV2020-03-11source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.