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advised by EHRENKRANZ PARTNERS L.P.
Delaware, 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 |
|---|---|---|---|---|---|---|
| Nov 15, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| MELLON BANK, N.A. | BNY MELLON, NATIONAL ASSOCIATION | Pittsburgh | Pennsylvania | United States | no | n/a |
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | NEW YORK | New York | United States | no | 8-16514 |
| PERSHING ADVISOR SOLUTIONS LLC | PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY |
| $46.4M |
| 18 |
| $1 |
| 0.0% |
| no |
| T•••••• S••••• E••••••• I••••••••• F••• |
| Aug 21, 2024 | $46.4M | 18 | $1 | 0.0% | no | T•••••• S••••• E••••••• I••••••••• F••• |
| Mar 8, 2024 | $46.4M | 18 | $1 | 0.0% | no | T•••••• S••••• E••••••• I••••••••• F••• |
| Oct 23, 2023 | $46.4M | 18 | $1 | 0.0% | no | 8••••••••• |
| Mar 10, 2023 | $46.4M | 18 | $1 | 0.0% | no | 8••••••••• |
| Mar 9, 2023 | $46.4M | 18 | $1 | 0.0% | no | 8••••••••• |
| Mar 10, 2022 | $46.4M | 18 | $1 | 0.0% | no | 8••••••••• |
| Apr 22, 2021 | $41.1M | 18 | $1 | 0.0% | no | 8••••••••• |
| Jun 25, 2020 | $32.6M | 18 | $1 | 0.0% | no | 8••••••••• |
| Mar 10, 2020 | $32.6M | 18 | $1 | 0.0% | no | 8••••••••• |
| Feb 28, 2019 | $27.8M | 18 | $1 | 0.0% | no | 8••••••••• |
| Apr 25, 2018 | $29.5M | 18 | $1 | 0.0% | no | 8••••••••• |
| Mar 21, 2018 | $29.5M | 18 | $1 | 0.0% | no | 8••••••••• |
| Mar 27, 2017 | $24.7M | 18 | $1 | 0.0% | no | 8••••••••• |
| Jul 8, 2016 | $24.2M | 18 | $1 | 0.0% | no | 8••••••••• |
| Feb 12, 2016 | $24.2M | 18 | $1 | 0.0% | no | 8••••••••• |
| Jan 30, 2015 | $23.8M | 14 | $1 | 0.0% | no | 8••••••••• |
| Jan 31, 2014 | $23.0M | 13 | $1 | 0.0% | no | 8••••••••• |
| May 21, 2013 | $19.6M | 12 | $1 | 0.0% | no | 8••••••••• |
| Feb 6, 2013 | $19.6M | 12 | $1 | 0.0% | no | 8••••••••• |
| Oct 25, 2012 | $18.6M | 12 | $1 | 0.0% | no | 8••••••••• |
| Sep 13, 2012 | $18.6M | 12 | $1 | 0.0% | no | 8••••••••• |
| May 29, 2012 | $18.6M | 12 | $1 | 0.0% | no | 8••••••••• |
| United States |
| no |
| 8-47425 |