DFX Intelligence
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advised by M••••• I••••••••• M••••••••• L•
Pennsylvania, 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 |
|---|---|---|---|---|---|---|
| Apr 30, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B••• O• A••••••• N••• | B••• O• A••••••• N••• | Tampa | Florida | United States | no | n/a |
| C••••••• B••• | C••••••• F•••••••• G•••• | Providence | Rhode Island | United States | no | n/a |
| $167M |
| 4 |
| $0 |
| 0.0% |
| yes |
| B•• H••• F•• I•• L• |
| Mar 28, 2024 | $167M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| May 2, 2023 | $168M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 31, 2023 | $168M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| May 4, 2022 | $163M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 30, 2022 | $165M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jul 30, 2021 | $107M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| May 3, 2021 | $107M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 26, 2021 | $109M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jun 24, 2020 | $76.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| May 13, 2020 | $76.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 29, 2020 | $76.7M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| May 1, 2019 | $57.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 29, 2019 | $57.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Oct 16, 2018 | $55.9M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jul 12, 2018 | $55.9M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 30, 2018 | $55.9M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 30, 2017 | $114M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Nov 22, 2016 | $57.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Sep 15, 2016 | $57.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jun 9, 2016 | $57.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 30, 2016 | $57.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 29, 2016 | $57.5M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jun 3, 2015 | $52.9M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 31, 2015 | $52.9M | 4 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jul 24, 2014 | $44.8M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| May 15, 2014 | $44.8M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 31, 2014 | $44.8M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jun 20, 2013 | $41.9M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 26, 2013 | $41.9M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Jan 17, 2013 | $33.9M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Oct 19, 2012 | $33.9M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |
| Mar 29, 2012 | $33.9M | 3 | $0 | 0.0% | yes | B•• H••• F•• I•• L• |