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advised by R•••• A••••••••• I••••••••• •••• L••
Tennessee, 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, 2020 | $452,000 | 1 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| F•••• H•••••• B••• | F•••• H•••••• B••• | Chattanooga | Tennessee | United States | no | n/a |
| $3.0M |
| 0.0% |
| yes |
| R•••• K• L• |
| Apr 30, 2019 | $452,000 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Mar 25, 2019 | $7,000 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Mar 28, 2018 | $8,846 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Feb 24, 2017 | $30,000 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Sep 13, 2016 | $38,717 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Mar 29, 2016 | $38,717 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Mar 30, 2015 | $485,931 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| May 28, 2014 | $523,497 | 1 | $3.0M | 10000.0% | yes | R•••• K• L• |
| Mar 27, 2014 | $523,497 | 1 | $3.0M | 10000.0% | yes | R•••• K• L• |
| May 7, 2013 | $835,247 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Mar 28, 2013 | $796,949 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Jun 25, 2012 | $730,815 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Jun 25, 2012 | $730,815 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| May 2, 2012 | $730,815 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |
| Feb 14, 2012 | $730,815 | 1 | $3.0M | 0.0% | yes | R•••• K• L• |