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advised by EQUITY RESOURCE INVESTMENTS, LLC
Massachusetts, 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 |
|---|---|---|---|---|---|---|
| Jan 26, 2024 | $6.7M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Jul 24, 2023 | $6.7M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Apr 25, 2023 | $6.7M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Mar 30, 2023 | $6.7M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Oct 27, 2022 | $5.4M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Sep 9, 2022 | $5.4M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Jul 7, 2022 | $5.4M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Mar 31, 2022 | $5.4M | 20 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Dec 14, 2021 | $5.2M | 30 | $47,500 | 2900.0% | no | NEWHALL ASSOCIATES LIMITED PARTNERSHIP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | Boston | Massachusetts | United States | no | n/a |
| MILLENNIUM TRUST COMPANY | MILLENNIUM TRUST COMPANY | OAK BROOK | Illinois | United States | no | n/a |