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.
Guernsey
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 28, 2024 | $107M | 3 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B••••••• B••• | B••••••• B••• P••• G••••••• B••••• | ST PETER PORT | n/a | Guernsey | no | n/a |
| I••••••••• F••• S••••••• ••••••••• L•••••• | I••••••••• F••• S••••••• ••••••••• L•••••• | ST PETER PORT | n/a | Guernsey | no | n/a |
| $0 |
| 0.0% |
| yes |
| A•• I•• H•••••• 1• L••• |
| Jul 3, 2023 | $107M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Jun 15, 2022 | $106M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Apr 20, 2022 | $101M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Dec 2, 2021 | $98.5M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Oct 6, 2021 | $91.0M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Aug 25, 2021 | $91.0M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Jun 28, 2021 | $82.4M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Apr 12, 2021 | $91.6M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Jun 28, 2020 | $52.3M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Apr 28, 2020 | $51.9M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |
| Jan 27, 2020 | $51.9M | 3 | $0 | 0.0% | yes | A•• I•• H•••••• 1• L••• |