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advised by INVESTMENT RESEARCH PARTNERS
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 12, 2024 | $1.2M | 4 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | Westlake | Texas | United States | no | 8-16514 |
| 4300.0% |
| yes |
| N•• L•••••• H••••• E••••• F•••• L• |
| Jun 6, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |
| May 2, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |
| May 1, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |
| Apr 19, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |
| Apr 17, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |
| Apr 16, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |
| Apr 12, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |
| Apr 10, 2024 | $1.2M | 4 | $500,000 | 4300.0% | yes | N•• L•••••• H••••• E••••• F•••• L• |