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.
advised by M••••••• I••••••••• A•••••••• L••
Delaware, 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 |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| P•••••••• C•••••• S•••••••• | P•••••••• B••• | Minneapolis | Minnesota | United States | no | n/a |
| $1.2M |
| 52 |
| $500,000 |
| 0.0% |
| no |
| C•• P••••••• F•••• L••• |
| Jun 17, 2024 | $1.2M | 52 | $500,000 | 0.0% | no | C•• P••••••• F•••• L••• |
| Jun 14, 2024 | $1.2M | 52 | $500,000 | 0.0% | no | C•• P••••••• F•••• L••• |
| Mar 29, 2024 | $1.2M | 52 | $500,000 | 0.0% | no | C•• P••••••• F•••• L••• |
| Oct 6, 2023 | $7.7M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Apr 28, 2023 | $7.7M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 30, 2023 | $7.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 30, 2022 | $40.0M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Sep 28, 2021 | $40.9M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| May 3, 2021 | $40.9M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Apr 29, 2021 | $40.9M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 30, 2021 | $40.9M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Apr 28, 2020 | $50.0M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 30, 2020 | $50.0M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 29, 2019 | $58.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Apr 27, 2018 | $75.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 29, 2018 | $35.0M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Jun 8, 2017 | $62.7M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 24, 2017 | $62.7M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| May 16, 2016 | $74.5M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| May 2, 2016 | $74.5M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 28, 2016 | $74.5M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Oct 2, 2015 | $76.3M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Aug 20, 2015 | $76.3M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Apr 29, 2015 | $76.3M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 27, 2015 | $73.6M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Dec 16, 2014 | $75.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Sep 5, 2014 | $75.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| May 1, 2014 | $75.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 28, 2014 | $80.2M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Dec 9, 2013 | $91.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| May 1, 2013 | $91.4M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 28, 2013 | $91.0M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Oct 25, 2012 | $103M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Mar 29, 2012 | $103M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |
| Jan 24, 2012 | $106M | 52 | $500,000 | 0.0% | yes | C•• P••••••• F•••• L••• |