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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 | Nov 15, 2024 | Private Equity Fund | $1.7M | 36 |
| 2023 | Oct 23, 2023 | Private Equity Fund | $369,411 | 41 |
| 2022 | Mar 10, 2022 | Private Equity Fund | $463,205 | 40 |
| 2021 | Nov 2, 2021 | Private Equity Fund |
| $584,191 |
| 41 |
| 2020 | Mar 10, 2020 | Private Equity Fund | $681,200 | 40 |
| 2019 | Feb 28, 2019 | Private Equity Fund | $697,633 | 148 |
| 2018 | Mar 21, 2018 | Private Equity Fund | $1.0M | 148 |
| 2017 | Mar 27, 2017 | Private Equity Fund | $1.5M | 146 |
| 2016 | Feb 12, 2016 | Private Equity Fund | $2.0M | 144 |
| 2015 | Feb 4, 2015 | Private Equity Fund | $4.7M | 144 |
| 2014 | Jan 31, 2014 | Private Equity Fund | $7.9M | 141 |
| 2013 | May 21, 2013 | Private Equity Fund | $15.9M | 142 |
| 2012 | May 29, 2012 | Private Equity Fund | $19.0M | 140 |