DFX Intelligence
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advised by OXFORD FINANCIAL GROUP, LTD
Indiana, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Dec 11, 2020 | $89.0M |
| 206 |
| $150,000 |
| 100.0% |
| yes |
| S••••• R•• M•••••• F•••••• T• L•• |
| Nov 17, 2020 | $89.0M | 206 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Aug 19, 2020 | $89.0M | 206 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Jun 26, 2020 | $89.0M | 206 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Apr 28, 2020 | $89.0M | 206 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 3, 2020 | $72.2M | 193 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Nov 15, 2019 | $72.2M | 193 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 27, 2019 | $72.2M | 193 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 30, 2018 | $82.7M | 193 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 30, 2017 | $89.5M | 184 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Jan 3, 2017 | $88.9M | 186 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Dec 8, 2016 | $88.9M | 186 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Aug 29, 2016 | $88.9M | 186 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 30, 2016 | $88.9M | 186 | $150,000 | 100.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Oct 1, 2015 | $91.0M | 182 | $150,000 | 200.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 30, 2015 | $91.0M | 182 | $150,000 | 200.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Oct 23, 2014 | $68.7M | 175 | $150,000 | 300.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Oct 16, 2014 | $68.7M | 175 | $150,000 | 300.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 28, 2014 | $68.7M | 175 | $150,000 | 300.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 28, 2013 | $42.7M | 115 | $150,000 | 500.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |
| Mar 29, 2012 | $29.8M | 55 | $150,000 | 500.0% | yes | S••••• R•• M•••••• F•••••• T• L•• |