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advised by OFFIT CAPITAL
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 |
|---|---|---|---|---|---|---|
| Jul 3, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| Pnc | Pnc | NEW YORK | New York | United States | no | n/a |
| 19 |
| $1.0M |
| 0.0% |
| yes |
| O•• K•• E••••• F••• L•• |
| Apr 29, 2024 | $3.3M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 29, 2024 | $3.3M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Jul 20, 2023 | $3.5M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 30, 2023 | $3.5M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Sep 19, 2022 | $4.1M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 30, 2022 | $4.1M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Aug 16, 2021 | $6.1M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 31, 2021 | $6.1M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Jun 30, 2020 | $8.3M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 25, 2020 | $8.3M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Dec 26, 2019 | $10.8M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 29, 2019 | $10.8M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| May 10, 2018 | $12.0M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 29, 2018 | $12.0M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Jul 6, 2017 | $11.2M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 31, 2017 | $11.2M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Jan 3, 2017 | $4.0M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 28, 2016 | $4.0M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Jun 29, 2015 | $12.2M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 27, 2015 | $12.2M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 20, 2015 | $12.2M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |
| Mar 21, 2014 | $13.1M | 19 | $1.0M | 0.0% | yes | O•• K•• E••••• F••• L•• |