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advised by WILLOW WEALTH
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 |
|---|---|---|---|---|---|---|
| Nov 6, 2024 | $10.8M | 263 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| ESQUIRE BANK, NATIONAL ASSOCIATION | ESQUIRE BANK, NATIONAL ASSOCIATION | Jericho | New York | United States | no | n/a |
| 0.0% |
| yes |
| Y• C•• L•• |
| Sep 6, 2024 | $10.8M | 263 | $25,000 | 0.0% | yes | Y• C•• L•• |
| Jul 26, 2024 | $10.8M | 263 | $25,000 | 0.0% | yes | Y• C•• L•• |
| May 28, 2024 | $10.8M | 263 | $25,000 | 0.0% | yes | Y• C•• L•• |
| Apr 26, 2024 | $10.8M | 263 | $25,000 | 0.0% | yes | Y• C•• L•• |
| Mar 29, 2024 | $10.8M | 263 | $25,000 | 0.0% | yes | Y• C•• L•• |