DFX Intelligence
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Reading the graph
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managed by S••••• M••••••• C••••••• 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 | Sep 30, 2024 | P•••••• Equity Fund | $25.6M | 89 |
| 2023 | May 11, 2023 | P•••••• Equity Fund | $29.5M | 95 |
| 2022 | Oct 25, 2022 | P•••••• Equity Fund | $44.0M | 99 |
| 2021 | Nov 24, 2021 | P•••••• Equity Fund |
| $56.3M |
| 70 |
| 2020 | Nov 9, 2020 | P•••••• Equity Fund | $31.9M | 67 |
| 2019 | Mar 22, 2019 | P•••••• Equity Fund | $21.6M | 67 |
| 2018 | Jul 11, 2018 | P•••••• Equity Fund | $17.8M | 53 |
| 2017 | May 30, 2017 | P•••••• Equity Fund | $14.4M | 127 |
| 2016 | Dec 1, 2016 | P•••••• Equity Fund | $10.0M | 24 |
| 2015 | Oct 26, 2015 | P•••••• Equity Fund | $1.9M | 24 |
| 2014 | Dec 3, 2014 | P•••••• Equity Fund | $812,895 | 4 |