DFX Intelligence
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Reading the graph
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advised by AR ASSET MANAGEMENT, INC.
California, 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 |
|---|---|---|---|---|---|---|
| Sep 23, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| N••••••• F•••••••• S••••••• L•• | N••••••• F•••••••• S••••••• L•• | Boston | Massachusetts | United States | no | 8-26740 |
| 30 |
| $250,000 |
| 800.0% |
| yes |
| M•••• I••••• A•• G••••• F•••• L••• |
| Sep 28, 2023 | $55.6M | 29 | $250,000 | 800.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 29, 2022 | $60.8M | 29 | $250,000 | 800.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 28, 2021 | $50.4M | 31 | $250,000 | 800.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 25, 2020 | $43.2M | 27 | $250,000 | 900.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Jun 19, 2020 | $34.2M | 27 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Jun 5, 2020 | $34.2M | 27 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| May 19, 2020 | $34.2M | 27 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 12, 2019 | $34.2M | 27 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 27, 2018 | $37.8M | 30 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 26, 2017 | $34.6M | 30 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 25, 2017 | $34.6M | 30 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 26, 2016 | $31.8M | 30 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Jan 13, 2016 | $33.4M | 30 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 24, 2015 | $33.4M | 30 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 29, 2014 | $31.6M | 31 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 26, 2014 | $31.6M | 31 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 17, 2013 | $29.9M | 31 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Oct 3, 2012 | $27.8M | 29 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Sep 21, 2012 | $27.8M | 29 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Jun 21, 2012 | $27.8M | 29 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |
| Mar 29, 2012 | $27.8M | 29 | $250,000 | 400.0% | yes | M•••• I••••• A•• G••••• F•••• L••• |