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 HIGHTOWER PRIVATE CLIENT
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 |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CADENCE BANK, N.A. | CADENCE BANK, N.A. | Houston | Texas | United States | no | n/a |
| $1.6M |
| 10 |
| $250,000 |
| 4400.0% |
| yes |
| T•••• B••••• P•••••••• L••• |
| Apr 18, 2019 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Mar 31, 2019 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Mar 21, 2019 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Sep 27, 2018 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Sep 11, 2018 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Sep 11, 2018 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Apr 12, 2018 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Mar 21, 2018 | $1.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Feb 1, 2018 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Sep 25, 2017 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Aug 10, 2017 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Jul 14, 2017 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Jul 5, 2017 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Jun 29, 2017 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| May 24, 2017 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Mar 26, 2017 | $1.5M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Feb 1, 2017 | $2.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Nov 22, 2016 | $2.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Nov 11, 2016 | $2.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Mar 29, 2016 | $2.6M | 10 | $250,000 | 4400.0% | yes | T•••• B••••• P•••••••• L••• |
| Nov 6, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Nov 5, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Sep 23, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Jul 29, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Jul 29, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Jun 19, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Jun 18, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| May 15, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Mar 25, 2015 | $3.8M | 10 | $250,000 | 0.0% | yes | T•••• B••••• P•••••••• L••• |
| Nov 21, 2014 | $2.3M | 9 | $250,000 | 200.0% | yes | T•••• B••••• P•••••••• L••• |
| Nov 20, 2014 | $2.3M | 9 | $250,000 | 200.0% | yes | T•••• B••••• P•••••••• L••• |
| Aug 13, 2014 | $2.3M | 9 | $250,000 | 200.0% | yes | T•••• B••••• P•••••••• L••• |
| Mar 27, 2014 | $2.3M | 9 | $250,000 | 200.0% | yes | T•••• B••••• P•••••••• L••• |
| Feb 13, 2014 | $2.3M | 9 | $250,000 | 200.0% | yes | T•••• B••••• P•••••••• L••• |