DFX Intelligence
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Reading the graph
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advised by SABAL INVESTMENT ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| Apr 29, 2024 | $817M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| COMPUTERSHARE TRUST COMPANY N.A. | COMPUTERSHARE TRUST COMPANY N.A. | Columbia | Maryland | United States | no | n/a |
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | SAN FRANCISCO | California | United States | no | n/a |
| H & L EQUITIES, LLC | H & L EQUITIES, LLC | Atlanta |
| 34 |
| $10.0M |
| 200.0% |
| yes |
| S•• D••• O••••••••• F••• I•• L••• |
| Mar 30, 2024 | $817M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Jul 24, 2023 | $849M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| May 30, 2023 | $849M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Mar 30, 2023 | $849M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Sep 27, 2022 | $15.7M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Jun 30, 2022 | $15.7M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Mar 30, 2022 | $15.7M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Jan 18, 2022 | $57.4M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Aug 13, 2021 | $57.4M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Mar 31, 2021 | $57.4M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Sep 1, 2020 | $350M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• F••• I•• L••• |
| Apr 2, 2020 | $486M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• D••• F••• I•• L••• |
| Mar 30, 2020 | $486M | 34 | $10.0M | 200.0% | yes | S•• D••• O••••••••• D••• F••• I•• L••• |
| Sep 13, 2019 | $203M | 5 | $10.0M | 0.0% | yes | S•• D••• O••••••••• D••• F••• I•• L••• |
| Mar 31, 2019 | $68.6M | 5 | $10.0M | 0.0% | yes | S•• D••• O••••••••• D••• F••• I•• L••• |
| Oct 31, 2018 | $112M | 5 | $10.0M | 0.0% | yes | S•• D••• O••••••••• D••• F••• I•• L••• |
| Oct 30, 2018 | $112M | 5 | $10.0M | 0.0% | yes | S•• D••• O••••••••• D••• F••• I•• L••• |
| Oct 23, 2018 | $112M | 5 | $10.0M | 0.0% | yes | S•• D••• O••••••••• D••• F••• I•• L••• |
| United States |
| no |
| 8-53371 |
| WELLS FARGO BANK | WELLS FARGO BANK | Columbia | Maryland | United States | no | n/a |