DFX Intelligence
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advised by SUCCESSFUL PORTFOLIOS LLC
Florida, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 26, 2024 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Sep 21, 2023 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Aug 7, 2023 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| May 10, 2023 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| May 9, 2023 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Mar 29, 2023 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Mar 23, 2022 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Oct 15, 2021 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Jun 25, 2021 | $425,462 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Mar 24, 2021 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Sep 22, 2020 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Sep 18, 2020 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Jul 20, 2020 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Jun 29, 2020 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Mar 31, 2020 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Sep 20, 2019 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Sep 20, 2019 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Mar 15, 2019 | $289,602 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Apr 2, 2018 | $268,000 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Mar 29, 2018 | $268,000 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Oct 13, 2017 | $268,000 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Oct 13, 2017 | $268,000 | 3 | $10,000 | 600.0% | no | BARRETT EVANS CAPITAL 2 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS LLC | INTERACTIVE BROKERS LLC | Greenwich | Connecticut | United States | no | 8-47257 |
| CHASE BANK | JP MORGAN CHASE BANK | Clearwater | Florida | United States | no | n/a |