DFX Intelligence
Data Factory
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Reading the graph
managed by Endowment Wealth Management, Inc.
WI
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 | Aug 14, 2024 | Private Equity Fund | $187,823 | 18 |
| 2023 | Dec 6, 2023 | Private Equity Fund | $2.2M | 18 |
| 2022 | Sep 2, 2022 | Private Equity Fund | $4.3M | 18 |
| 2021 | Oct 1, 2021 | Private Equity Fund | $6.4M | 18 |
| 2020 | Jun 19, 2020 | Private Equity Fund | $4.4M | 16 |
| 2019 | Dec 24, 2019 | Private Equity Fund | $4.6M | 16 |
| 2018 | Dec 11, 2018 | Private Equity Fund | $4.2M | 16 |