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advised by THE BOLLARD GROUP LLC
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 |
|---|---|---|---|---|---|---|
| Jun 29, 2022 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BANK OF AMERICA | BANK OF AMERICA | Boston | Massachusetts | United States | no | n/a |
| $231,829 |
| 8 |
| $0 |
| 200.0% |
| yes |
| A••••••• 8• L•• |
| Jun 29, 2022 | $231,829 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Mar 30, 2022 | $231,829 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Jul 12, 2021 | $259,204 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Mar 29, 2021 | $259,204 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Dec 24, 2020 | $415,729 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Jun 29, 2020 | $415,729 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| May 28, 2020 | $415,729 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| May 11, 2020 | $415,729 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Mar 23, 2020 | $415,729 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Jul 9, 2019 | $455,955 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Mar 27, 2019 | $455,955 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Jul 17, 2018 | $490,792 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Mar 28, 2018 | $490,792 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Jul 5, 2017 | $561,571 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Mar 22, 2017 | $561,571 | 8 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Jun 29, 2016 | $540,696 | 9 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Mar 22, 2016 | $540,696 | 9 | $0 | 200.0% | yes | A••••••• 8• L•• |
| Dec 17, 2015 | $721,720 | 9 | $0 | 100.0% | yes | A••••••• 8• L•• |
| Jul 14, 2015 | $721,720 | 9 | $0 | 100.0% | yes | A••••••• 8• L•• |
| Mar 31, 2015 | $721,720 | 9 | $0 | 100.0% | yes | A••••••• 8• L•• |
| Mar 10, 2015 | $1.2M | 10 | $0 | 100.0% | yes | A••••••• 8• L•• |
| Mar 31, 2014 | $1.2M | 10 | $0 | 100.0% | yes | A••••••• 8• L•• |
| Jul 9, 2013 | $1.3M | 9 | $0 | 100.0% | yes | A••••••• 8• L•• |
| Apr 1, 2013 | $1.3M | 9 | $0 | 100.0% | yes | A••••••• 8• L•• |
| Mar 30, 2012 | $7.1M | 8 | $0 | 100.0% | yes | A••••••• 8• L•• |