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managed by B••••••••• M•••••••• L••
DE
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 | Apr 8, 2024 | P•••••• Equity Fund | $74.3M | 31 |
| 2023 | Mar 30, 2023 | P•••••• Equity Fund | $68.1M | 31 |
| 2022 | May 23, 2022 | P•••••• Equity Fund | $76.4M | 32 |
| 2021 | Mar 30, 2021 | P•••••• Equity Fund |
| $132M |
| 32 |
| 2020 | Mar 30, 2020 | P•••••• Equity Fund | $116M | 33 |
| 2019 | Mar 21, 2019 | P•••••• Equity Fund | $101M | 31 |
| 2018 | Jun 28, 2018 | P•••••• Equity Fund | $110M | 31 |
| 2017 | Mar 28, 2017 | P•••••• Equity Fund | $99.2M | 32 |
| 2016 | Mar 24, 2016 | P•••••• Equity Fund | $78.9M | 32 |
| 2015 | Mar 31, 2015 | P•••••• Equity Fund | $26.0M | 32 |
| 2014 | Apr 3, 2014 | P•••••• Equity Fund | $27.0M | 33 |
| 2013 | Nov 12, 2013 | P•••••• Equity Fund | $46.0M | 33 |
| 2012 | Mar 30, 2012 | P•••••• Equity Fund | $43.8M | 33 |