Investment adviser · CRD 173640

LOANZ ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

IRVINE, CA, United States · Form ADV filed Feb 19, 2015

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LOANZ PRIVATE CREDIT FUND 2015, LPPrivate Equity Fund · Last reported Feb 19, 2015$0Gross asset value
Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP SAN FRANCISCO, California, United States
Custodian THE KINGDOM TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-4440347510
Reported beneficial owners
0
Minimum commitment
$50K

Form ADV 879086 · Feb 19, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 19, 2015. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

100 PACIFICA, SUITE 203
IRVINE, CA, 92618, United States

CRD 173640

Filing source

Form ADV 879086 · Feb 19, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.