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advised by ADVISORY RESEARCH INC
Delaware, 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 |
|---|---|---|---|---|---|---|
| Mar 29, 2019 | $0 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | CITIGROUP GLOBAL MARKETS INC. | NEW YORK | New York | United States | no | 8-8177 |
| 0 |
| $500,000 |
| 0.0% |
| yes |
| T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Dec 18, 2018 | $23.5M | 27 | $500,000 | 100.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Apr 2, 2018 | $23.5M | 27 | $500,000 | 100.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Mar 29, 2018 | $23.5M | 27 | $500,000 | 100.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Jan 22, 2018 | $32.3M | 29 | $500,000 | 200.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| May 1, 2017 | $32.3M | 29 | $500,000 | 200.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Mar 30, 2017 | $32.3M | 29 | $500,000 | 200.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Nov 29, 2016 | $36.3M | 36 | $500,000 | 300.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Mar 30, 2016 | $36.3M | 36 | $500,000 | 300.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Jan 4, 2016 | $37.6M | 37 | $500,000 | 300.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Mar 31, 2015 | $37.6M | 37 | $500,000 | 300.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Mar 31, 2014 | $33.1M | 31 | $500,000 | 400.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Apr 1, 2013 | $18.2M | 26 | $500,000 | 2700.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Sep 4, 2012 | $15.7M | 27 | $500,000 | 2300.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |
| Mar 29, 2012 | $15.7M | 27 | $500,000 | 2300.0% | yes | T•• S•• 5•• I•••• E•••••• W••••••• F•••• L••• |