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

MCINROY & WOOD LIMITEDCRD 316199

Fund type

MUTUAL FUND

Latest reported GAV

$91.3Mgross asset value on Schedule D 7.B(1), as of 2023-07-27; never fund size

Peak reported GAV

$128M

Beneficial owners

400

Minimum investment

$1,255

Owned by the adviser

200%

Owned by funds of funds

0%

Owned by non-US persons

9900%

Clients solicited

no

Organised in

United Kingdom

First reported

Nov 5, 2021

Last reported

Jul 27, 2023fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

3

Fund id

805-8933264262

Graph

RIA / Wealth Management

Canonical id

dfx:ria:172b9077-ba92-d05e-0f91-e8a445718ece

First observed

Nov 5, 2021

Last observed

Jul 27, 2023 38 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.