DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by C••••••• GROUP, LLC
Utah, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| WELLS FARGO | WELLS FARGO BANK, N.A. | SALT LAKE CITY | Utah | United States | no | n/a |
| $16.1M |
| 7 |
| $100,000 |
| 9400.0% |
| yes |
| C••••••• F••••• S•••••• L•• |
| Sep 10, 2024 | $16.1M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 30, 2024 | $16.1M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Feb 9, 2024 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Jan 19, 2024 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Nov 2, 2023 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Jul 6, 2023 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Jun 1, 2023 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Apr 12, 2023 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Apr 10, 2023 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 31, 2023 | $22.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Jan 25, 2023 | $21.6M | 7 | $400,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Oct 28, 2022 | $21.6M | 7 | $400,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 31, 2022 | $21.6M | 7 | $400,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Sep 3, 2021 | $9.1M | 7 | $400,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Aug 6, 2021 | $9.1M | 7 | $400,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 3, 2021 | $9.1M | 7 | $400,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Feb 1, 2021 | $8.9M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Sep 30, 2020 | $8.9M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Jun 25, 2020 | $8.6M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 31, 2020 | $9.3M | 7 | $100,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Jan 31, 2020 | $9.3M | 7 | $1,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Jun 29, 2019 | $9.9M | 7 | $1,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 29, 2019 | $10.6M | 7 | $1,000 | 9400.0% | yes | C••••••• F••••• S•••••• L•• |
| Dec 21, 2018 | $8.2M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |
| Dec 21, 2018 | $8.2M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |
| Apr 30, 2018 | $8.2M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 26, 2018 | $8.2M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |
| Oct 16, 2017 | $8.5M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |
| Oct 13, 2017 | $8.5M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |
| Apr 27, 2017 | $8.5M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |
| Mar 31, 2017 | $9.2M | 7 | $100,000 | 0.0% | yes | C••••••• F••••• S•••••• L•• |