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advised by LEE FINANCIAL COMPANY, LLC
Texas, 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 |
|---|---|---|---|---|---|---|
| Mar 27, 2015 | $225,782 | 48 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| $25,000 |
| 0.0% |
| yes |
| L•• 1••• H•••• F••• L•• |
| Mar 27, 2014 | $504,731 | 49 | $25,000 | 0.0% | yes | L•• 1••• H•••• F••• L•• |
| Oct 18, 2013 | $17.3M | 49 | $25,000 | 0.0% | yes | L•• 1••• H•••• F••• L•• |
| Oct 18, 2013 | $17.3M | 49 | $25,000 | 0.0% | yes | L•• 1••• H•••• F••• L•• |
| Mar 27, 2013 | $17.3M | 49 | $25,000 | 0.0% | yes | L•• 1••• H•••• F••• L•• |
| Feb 8, 2013 | $19.6M | 51 | $25,000 | 100.0% | yes | L•• 1••• H•••• F••• L•• |
| Aug 21, 2012 | $19.6M | 51 | $25,000 | 100.0% | yes | L•• 1••• H•••• F••• L•• |
| Mar 26, 2012 | $19.6M | 51 | $25,000 | 100.0% | yes | L•• 1••• H•••• F••• L•• |