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

LD LOWE WEALTH ADVISORYCRD 136596

Fund type

OIL AND GAS

Latest reported GAV

$2.4Mgross asset value on Schedule D 7.B(1), as of 2015-10-22; never fund size

Peak reported GAV

$2.4M

Beneficial owners

11

Minimum investment

$50,000

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Texas, United States

First reported

Mar 21, 2013

Last reported

Oct 22, 2015fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

13

Fund id

805-1129300594

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e2e1b0d-755d-2efe-fad2-cb0e80173800

First observed

Mar 21, 2013

Last observed

Oct 22, 2015 132 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.