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advised by O••••• INVESTMENT ADVISORS, 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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 28, 2024 | $14.6M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| COGENT BANK | COGENT BANK | O••••• CITY | Florida | United States | no | n/a |
| U.S. BANK | U.S. BANK NATIONAL ASSOCIATION | Minneapolis | Minnesota | United States | no | n/a |
| $200,000 |
| 1500.0% |
| no |
| O••••• C••••• D••••••••• F•••• L• |
| Mar 28, 2023 | $13.2M | 3 | $200,000 | 10000.0% | no | O••••• C••••• D••••••••• F•••• L• |
| Mar 31, 2022 | $11.9M | 4 | $200,000 | 500.0% | no | O••••• C••••• D••••••••• F•••• L• |
| Aug 12, 2021 | $7.9M | 2 | $200,000 | 10000.0% | no | O••••• C••••• D••••••••• F•••• L• |
| Aug 12, 2021 | $7.9M | 2 | $200,000 | 10000.0% | no | O••••• C••••• D••••••••• F•••• L• |
| May 12, 2021 | $7.9M | 2 | $200,000 | 10000.0% | no | O••••• C••••• D••••••••• F•••• L• |
| May 4, 2021 | $7.9M | 2 | $200,000 | 10000.0% | no | O••••• C••••• D••••••••• F•••• L• |
| Mar 31, 2021 | $7.9M | 2 | $200,000 | 10000.0% | no | O••••• C••••• D••••••••• F•••• L• |