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 M•• A•••••••• L•
California, 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 |
|---|---|---|---|---|---|---|
| Mar 15, 2021 | $1.9M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| C•••••• S••••• • C•• | C•••••• S••••• • C•• | Phoenix | Arizona | United States | no | n/a |
| S••••• B••• | S••••• B••• | SAN FRANCISCO | California | United States | no | n/a |
| U• B••• I••••••••• T•••• • C•••••• | U• B••• N••••••• A••••••••• | SAN FRANCISCO |
| 80 |
| $40,000 |
| 0.0% |
| yes |
| M•• F••••••• F••• 1•• L•• |
| Jan 15, 2021 | $1.9M | 80 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 23, 2020 | $1.5M | 80 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 25, 2019 | $1.2M | 82 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Dec 6, 2018 | $1.2M | 82 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Jun 20, 2018 | $1.0M | 82 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 16, 2018 | $1.0M | 82 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Dec 22, 2017 | $1.0M | 82 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 23, 2017 | $984,337 | 82 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Jan 9, 2017 | $984,337 | 82 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 30, 2016 | $1.1M | 83 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Dec 22, 2015 | $1.1M | 83 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 18, 2015 | $914,515 | 79 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Dec 3, 2014 | $914,515 | 79 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 18, 2014 | $788,106 | 79 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Jun 27, 2013 | $866,679 | 78 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Apr 30, 2013 | $866,679 | 78 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Apr 16, 2013 | $1.9M | 78 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 19, 2013 | $1.9M | 78 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Nov 29, 2012 | $1.9M | 78 | $40,000 | 0.0% | yes | M•• F••••••• F••• 1•• L•• |
| Mar 30, 2012 | $1.6M | 78 | $40,000 | 100.0% | yes | M•• F••••••• F••• 1•• L•• |
| United States |
| no |
| n/a |