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.

Adviser

A.G.P / ALLIANCE GLOBAL PARTNERSCRD 8361

Fund type

NEW ISSUE INVESTMENT GRADE MUNICIPALS

Latest reported GAV

$1.2Mgross asset value on Schedule D 7.B(1), as of 2026-08-11; never fund size

Peak reported GAV

$1.2M

Beneficial owners

3

Minimum investment

$0

Owned by the adviser

10000%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Delaware, United States

First reported

Jun 28, 2024

Last reported

Aug 11, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

8

Fund id

805-3710132809

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0ea57ee1-1b86-a559-2e6d-c1e85ae1dc7b

First observed

Jun 28, 2024

Last observed

Aug 11, 2026 39 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.