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.
South Dakota, 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 |
|---|---|---|---|---|---|---|
| Feb 1, 2019 | $2.5M | 75 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST BANK & TRUST | FIRST BANK & TRUST | SIOUX FALLS | South Dakota | United States | no | n/a |
| 500.0% |
| no |
| T•• F•••••• F••• H•••••••• L•• |
| Mar 28, 2018 | $2.5M | 75 | $5,000 | 500.0% | no | T•• F•••••• F••• H•••••••• L•• |
| Mar 29, 2017 | $2.5M | 75 | $5,000 | 500.0% | no | T•• F•••••• F••• H•••••••• L•• |
| Mar 17, 2016 | $2.5M | 75 | $5,000 | 500.0% | no | T•• F•••••• F••• H•••••••• L•• |
| Mar 25, 2015 | $1.5M | 61 | $5,000 | 300.0% | no | T•• F•••••• F••• H•••••••• L•• |
| Mar 31, 2014 | $1.7M | 60 | $5,000 | 200.0% | no | T•• F•••••• F••• H•••••••• L•• |
| Mar 22, 2013 | $1.4M | 63 | $5,000 | 2700.0% | no | T•• F•••••• F••• H•••••••• L•• |