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

SEGAL MARCO ADVISORSCRD 114687

Fund type

GROUP TRUST

Latest reported GAV

$2.2Bgross asset value on Schedule D 7.B(1), as of 2017-01-31; never fund size

Peak reported GAV

$2.2B

Beneficial owners

30

Minimum investment

$1.0M

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Illinois, United States

First reported

Jan 31, 2017

Last reported

Jan 31, 2017fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

1

Fund id

805-8909460143

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12a576a2-045f-dc19-086b-6bdf69069e35

First observed

Jan 31, 2017

Last observed

Jan 31, 2017 117 months 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.