DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by SAGARD R••• E••••• ADVISORS
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 31, 2021 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| Firstbank | FIRSTBANK HOLDING COMPANY | Lakewood | Colorado | United States | no | n/a |
| 36 |
| $100,000 |
| 700.0% |
| yes |
| A••••••• R••• E••••• F••• 1•• L•• |
| Mar 30, 2020 | $1.9M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Aug 29, 2019 | $6.7M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Mar 29, 2019 | $6.7M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Feb 27, 2019 | $11.8M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| May 18, 2018 | $11.8M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Mar 30, 2018 | $11.8M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Mar 13, 2018 | $13.1M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Feb 27, 2018 | $13.1M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Sep 29, 2017 | $13.1M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Mar 28, 2017 | $13.1M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Aug 2, 2016 | $12.8M | 36 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Apr 14, 2016 | $140M | 33 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Mar 1, 2016 | $140M | 33 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Aug 25, 2015 | $148M | 33 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Jun 15, 2015 | $148M | 33 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Jun 4, 2015 | $148M | 33 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Mar 20, 2015 | $148M | 33 | $100,000 | 900.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Aug 18, 2014 | $120M | 27 | $100,000 | 200.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Jul 7, 2014 | $120M | 27 | $100,000 | 200.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |
| Feb 20, 2014 | $120M | 27 | $100,000 | 200.0% | yes | A••••••• R••• E••••• F••• 1•• L•• |