RIA Intelligence

FORVIS LLP

SPRINGFIELD, Utah, United States PCAOB Registered
Funds Audited
67
Total GAV
$510.6M

Funds Audited

Fund Name Adviser Type GAV
ACIES INVESTMENTS FUND I, L.P. ACIES INVESTMENTS MANAGEMENT, LLC Venture Capital Fund $46.8M
2017 OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $45.4M
2017 OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $45.4M
2017 OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $45.4M
2017 OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $45.4M
2017 OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $45.4M
2017 OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $44.6M
SOLERA PARTNERS II, L.P. SOLERA CAPITAL, LLC Private Equity Fund $39.6M
SOLERA PARTNERS II, L.P. SOLERA CAPITAL, LLC Private Equity Fund $39.6M
TRAILHEAD CAPITAL REGENERATION FUND I LP TRAILHEAD CAPITAL MANAGEMENT LLC Venture Capital Fund $38.6M
2017 REAL ESTATE OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $11.7M
PILATUS CAPITAL I, LP PILATUS CAPITAL, LLC Venture Capital Fund $7M
PILATUS CAPITAL I, LP PILATUS CAPITAL, LLC Venture Capital Fund $7M
2017 REAL ESTATE OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $3.6M
2017 REAL ESTATE OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $3.6M
2017 REAL ESTATE OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $3.6M
2017 REAL ESTATE OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $3.6M
2017 REAL ESTATE OPPORTUNITY FUND, L.P. HB WEALTH MANAGEMENT, LLC Private Equity Fund $3.6M
OKEANOS VENTURE PARTNERS II, LLC - SERIES 116 OKEANOS VENTURE MANAGEMENT LLC Private Equity Fund $2.6M
OKEANOS VENTURE PARTNERS II, LLC - SERIES 137 OKEANOS VENTURE MANAGEMENT LLC Private Equity Fund $2.5M
OKEANOS VENTURE PARTNERS I, LLC - SERIES 85 OKEANOS VENTURE MANAGEMENT LLC Private Equity Fund $2.4M
OKEANOS VENTURE PARTNERS II, LLC - SERIES 118 OKEANOS VENTURE MANAGEMENT LLC Private Equity Fund $1.9M
3D TECH PLUS, LLC TRENT CAPITAL MANAGEMENT INC Private Equity Fund $1.7M
3D TECH PLUS, LLC JAFFE TILCHIN INVESTMENT PARTNERS, LLC Private Equity Fund $1.7M
3D TECH PLUS, LLC JAFFE TILCHIN INVESTMENT PARTNERS, LLC Private Equity Fund $1.7M