DFX Intelligence
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advised by C••••••• CAPITAL PARTNERS
California, 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 |
|---|---|---|---|---|---|---|
| Mar 27, 2017 | $8.8M | 1 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BANK OF AMERICA MERRILL LYNCH | BANK OF AMERICA MERRILL LYNCH | SAN FRANCISCO | California | United States | no | n/a |
| 100.0% |
| yes |
| C••••••• C•••••• P••••••• I••• G•• L• |
| Mar 29, 2016 | $8.8M | 1 | $5.0M | 100.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |
| May 7, 2015 | $9.0M | 1 | $5.0M | 100.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |
| Sep 22, 2014 | $4.1M | 1 | $5.0M | 100.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |
| Jun 13, 2014 | $4.1M | 1 | $5.0M | 100.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |
| May 16, 2014 | $4.1M | 1 | $5.0M | 100.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |
| Mar 31, 2014 | $4.1M | 1 | $5.0M | 100.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |
| Jan 6, 2014 | $10.9M | 1 | $5.0M | 0.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |
| Jan 6, 2014 | $10.9M | 1 | $5.0M | 0.0% | yes | C••••••• C•••••• P••••••• I••• G•• L• |