DFX Intelligence
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advised by THE WATERMILL GROUP
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 |
|---|---|---|---|---|---|---|
| May 28, 2024 | $1.5M | 33 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | Boston | Massachusetts | United States | no | n/a |
| $1,900 |
| 4400.0% |
| yes |
| O•••••• R••••• L•• |
| Mar 29, 2024 | $1.3M | 33 | $1,900 | 4400.0% | yes | O•••••• R••••• L•• |
| Sep 20, 2023 | $1.4M | 33 | $1,900 | 4400.0% | yes | O•••••• R••••• L•• |
| Mar 30, 2023 | $1.4M | 33 | $1,900 | 4600.0% | yes | O•••••• R••••• L•• |
| Jan 3, 2023 | $1.4M | 33 | $1,900 | 4600.0% | yes | O•••••• R••••• L•• |
| Jul 27, 2022 | $1.4M | 33 | $1,900 | 4600.0% | yes | O•••••• R••••• L•• |
| Jun 24, 2022 | $1.4M | 33 | $1,900 | 4600.0% | yes | O•••••• R••••• L•• |
| Mar 30, 2022 | $1.4M | 33 | $1,900 | 4600.0% | yes | O•••••• R••••• L•• |
| Mar 29, 2021 | $1.4M | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |
| Mar 30, 2020 | $1.4M | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |
| Mar 29, 2019 | $1.6M | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |
| Sep 17, 2018 | $1.5M | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |
| Mar 29, 2018 | $1.5M | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |
| Mar 15, 2017 | $350,000 | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |
| Apr 8, 2016 | $350,000 | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |
| Mar 16, 2016 | $350,000 | 33 | $972 | 4400.0% | yes | O•••••• R••••• L•• |