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advised by TAYLOR HOFFMAN CAPITAL MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| Dec 9, 2024 | $4.9M | 12 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| $100,000 |
| 900.0% |
| yes |
| H••••••• F••• |
| Oct 29, 2024 | $4.9M | 12 | $100,000 | 900.0% | yes | H••••••• F••• |
| May 3, 2024 | $4.9M | 12 | $100,000 | 900.0% | yes | H••••••• F••• |
| Mar 29, 2024 | $4.9M | 12 | $100,000 | 900.0% | yes | H••••••• F••• |
| Apr 21, 2023 | $3.0M | 7 | $100,000 | 4900.0% | yes | H••••••• F••• |
| Mar 27, 2023 | $3.0M | 7 | $100,000 | 4900.0% | yes | H••••••• F••• |
| Mar 31, 2022 | $934,678 | 4 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Nov 2, 2021 | $999,503 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Mar 10, 2021 | $999,503 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Sep 18, 2020 | $165,331 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Jun 11, 2020 | $165,331 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Jun 8, 2020 | $165,331 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Apr 17, 2020 | $165,331 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Apr 16, 2020 | $165,331 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |
| Mar 24, 2020 | $165,331 | 2 | $100,000 | 10000.0% | yes | A•••••••• F••• L• |