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

CONSOLIDATED PORTFOLIO REVIEW CORPCRD 112694

Fund type

ALL PUBLICLY TRADED SECURITIES. STOCKS, ETFS, AND MUTUAL FUNDS.

Latest reported GAV

$0gross asset value on Schedule D 7.B(1), as of 2017-03-27; never fund size

Peak reported GAV

$0

Beneficial owners

0

Minimum investment

$500,000

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Delaware, United States

First reported

Nov 10, 2016

Last reported

Mar 27, 2017fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

4

Fund id

805-7642372773

Graph

RIA / Wealth Management

Canonical id

dfx:ria:234cf365-3110-0f1b-d006-2a3e5834b77d

First observed

Nov 10, 2016

Last observed

Mar 27, 2017 115 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.