DFX Intelligence
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 P•••••••• H••••• A•••• M••••••••• L•••
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 15, 2022 | $0 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| C•••••• S••••• • C••• I••• | C•••••• S••••• • C••• I••• | Westlake | Texas | United States | no | 8-16514 |
| 22 |
| $250,000 |
| 0.0% |
| yes |
| P• I•••••••• T•• V•• L•• |
| Apr 16, 2021 | $1.0M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 30, 2021 | $1.0M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Jun 26, 2020 | $1.6M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Apr 13, 2020 | $1.6M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 27, 2020 | $1.6M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Jan 8, 2020 | $4.3M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Jul 5, 2019 | $4.3M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 27, 2019 | $4.3M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 29, 2018 | $6.8M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 31, 2017 | $8.0M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Jan 23, 2017 | $9.6M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| May 2, 2016 | $9.6M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 29, 2016 | $9.6M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Feb 25, 2016 | $10.3M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Feb 24, 2016 | $10.3M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| May 8, 2015 | $10.3M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 27, 2015 | $10.3M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 27, 2014 | $12.0M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Mar 25, 2013 | $10.4M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Aug 10, 2012 | $8.9M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Apr 17, 2012 | $8.9M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |
| Feb 2, 2012 | $8.9M | 22 | $250,000 | 0.0% | yes | P• I•••••••• T•• V•• L•• |