DFX Intelligence
Reading the graph
Reading the graph
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advised by ADVOCATES WEALTH PLANNING
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 25, 2022 | $1.3M | 39 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| M••••••••• T•••• C••••••• L•• | M••••••••• T•••• C••••••• L•• | OAK BROOK | Illinois | United States | no | n/a |
| 200.0% |
| yes |
| S•••• H••••••• L• |
| Mar 29, 2021 | $1.5M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Aug 18, 2020 | $1.5M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Mar 19, 2020 | $1.5M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Mar 28, 2019 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Mar 29, 2018 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Apr 12, 2017 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Mar 22, 2017 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Apr 19, 2016 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Mar 30, 2016 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Aug 4, 2015 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |
| Mar 27, 2015 | $4.1M | 39 | $20,000 | 200.0% | yes | S•••• H••••••• L• |