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advised by W••••••••• CAPITAL MANAGEMENT
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 26, 2024 | $1.9M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| VALLEY NATIONAL BANK | VALLEY NATIONAL BANK | Wayne | New Jersey | United States | no | n/a |
| 4 |
| $1.0M |
| 2000.0% |
| yes |
| W••••••••• H••••••••• I• L•• |
| Nov 16, 2023 | $2.1M | 4 | $1.0M | 2000.0% | yes | W••••••••• H••••••••• I• L•• |
| Mar 30, 2023 | $2.1M | 4 | $1.0M | 2000.0% | yes | W••••••••• H••••••••• I• L•• |
| Jan 12, 2023 | $1.9M | 4 | $1.0M | 2000.0% | yes | W••••••••• H••••••••• I• L•• |
| Nov 4, 2022 | $1.9M | 4 | $1.0M | 2000.0% | yes | W••••••••• H••••••••• I• L•• |
| Mar 28, 2022 | $2.3M | 4 | $1.0M | 2000.0% | yes | W••••••••• H••••••••• I• L•• |
| May 14, 2021 | $2.5M | 4 | $1.0M | 2000.0% | yes | W••••••••• H••••••••• I• L•• |
| Mar 31, 2021 | $2.5M | 4 | $1.0M | 2000.0% | yes | W••••••••• H••••••••• I• L•• |
| Jul 23, 2020 | $2.4M | 4 | $1.0M | 2000.0% | no | W••••••••• H••••••••• I• L•• |
| Jun 22, 2020 | $2.6M | 4 | $1.0M | 2000.0% | no | W••••••••• H••••••••• I• L•• |
| Mar 26, 2020 | $2.4M | 4 | $1.0M | 2000.0% | no | W••••••••• H••••••••• I• L•• |
| Mar 21, 2019 | $796,608 | 4 | $1.0M | 2000.0% | no | W••••••••• H••••••••• I• L•• |
| Jun 19, 2018 | $2.5M | 4 | $1.0M | 2000.0% | no | W••••••••• H••••••••• I• L•• |
| Apr 6, 2018 | $2.5M | 4 | $1.0M | 2000.0% | no | W••••••••• H••••••••• I• L•• |
| Dec 4, 2017 | $199,437 | 4 | $1.0M | 2000.0% | no | W••••••••• H••••••••• I• L•• |