DFX Intelligence
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Reading the graph
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managed by B•••• A••••••• Investment Solutions Group LLC
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Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Report year | Filed | ADV fund type | GAV | Owners |
|---|---|---|---|---|
| 2024 | May 17, 2024 | P•••••• Equity Fund | $5.2M | 23 |
| 2023 | Jul 28, 2023 | P•••••• Equity Fund | $7.3M | 23 |
| 2022 | Mar 30, 2022 | P•••••• Equity Fund | $11.5M | 23 |
| 2021 | Dec 9, 2021 | P•••••• Equity Fund |
| $10.3M |
| 23 |
| 2020 | Dec 21, 2020 | P•••••• Equity Fund | $9.9M | 23 |
| 2019 | Jul 31, 2019 | P•••••• Equity Fund | $9.3M | 23 |
| 2018 | Dec 19, 2018 | P•••••• Equity Fund | $9.0M | 23 |
| 2017 | Nov 30, 2017 | P•••••• Equity Fund | $7.9M | 23 |
| 2016 | Oct 22, 2016 | P•••••• Equity Fund | $8.2M | 23 |
| 2015 | Dec 21, 2015 | P•••••• Equity Fund | $7.7M | 23 |
| 2014 | Oct 27, 2014 | P•••••• Equity Fund | $7.4M | 18 |