DFX Intelligence
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advised by H. B••••• ASSET MANAGEMENT, LLC
Delaware, 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 |
|---|---|---|---|---|---|---|
| Mar 28, 2024 | $136M | 77 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| M••••• S•••••• | M••••• S•••••• S•••• B••••• L•• | WALNUT CREEK | California | United States | no | 8-68191 |
| $50,000 |
| 400.0% |
| yes |
| H• B••••• C•••••••• I• F•••• L•• |
| Mar 27, 2023 | $137M | 77 | $50,000 | 400.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 31, 2022 | $119M | 77 | $50,000 | 400.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 22, 2021 | $403M | 77 | $50,000 | 400.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 20, 2020 | $128M | 77 | $50,000 | 400.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 26, 2019 | $72.2M | 77 | $50,000 | 400.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 28, 2018 | $54.9M | 77 | $100,000 | 400.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 31, 2017 | $54.4M | 77 | $50,000 | 200.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 29, 2016 | $57.7M | 76 | $50,000 | 200.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Jun 3, 2015 | $56.8M | 76 | $50,000 | 200.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 30, 2015 | $56.5M | 76 | $50,000 | 200.0% | yes | H• B••••• C•••••••• I• F•••• L•• |
| Mar 27, 2014 | $26.1M | 33 | $50,000 | 400.0% | yes | H• B••••• C•••••••• I• F•••• L•• |