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

CONCENTRIC WEALTH ADVISORS LLCCRD 281979

Fund type

Hedge Fund

Latest reported GAV

$18.2Mgross asset value on Schedule D 7.B(1), as of 2017-09-01; never fund size

Peak reported GAV

$18.9M

Beneficial owners

34

Minimum investment

$500,000

Owned by the adviser

1200%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Form D file number

021-289683an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

British Virgin Islands

First reported

Mar 30, 2016

Last reported

Sep 1, 2017fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

3

Fund id

805-3343512163

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2dae30f9-4d2f-61f2-06ae-0e6d0613ffbc

First observed

Mar 30, 2016

Last observed

Sep 1, 2017 110 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.