DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by ALPHA FIDUCIARY
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 |
|---|---|---|---|---|---|---|
| Dec 4, 2019 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NATIONAL ADVISORS TRUST COMPANY | NATIONAL ADVISORS TRUST COMPANY | OVERLAND PARK | Kansas | United States | no | n/a |
| 36 |
| $250,000 |
| 0.0% |
| yes |
| B•••••• S••••• P••••••• L•• |
| Oct 8, 2019 | $19,967 | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Jul 11, 2019 | $19,967 | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Jul 1, 2019 | $19,967 | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Jun 24, 2019 | $19,967 | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Feb 8, 2019 | $19,967 | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Jun 18, 2018 | $1.7M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Mar 13, 2018 | $1.7M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Sep 28, 2017 | $1.7M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Aug 29, 2017 | $1.7M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Jul 17, 2017 | $1.7M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Feb 1, 2017 | $1.7M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Dec 22, 2016 | $7.8M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Jul 25, 2016 | $7.8M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Mar 30, 2016 | $7.8M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Dec 21, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Sep 10, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| May 29, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| May 26, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| May 7, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| May 5, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Mar 13, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Mar 5, 2015 | $3.4M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Nov 10, 2014 | $2.9M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Mar 28, 2014 | $2.9M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Mar 28, 2013 | $9.3M | 36 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |
| Mar 29, 2012 | $9.9M | 38 | $250,000 | 0.0% | yes | B•••••• S••••• P••••••• L•• |