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.

Adviser

LOWELL BLAKE & ASSOCIATES INC.CRD 105127

Fund type

LIMITED LIABILITY COMPANY

Latest reported GAV

$4.5Mgross asset value on Schedule D 7.B(1), as of 2014-03-25; never fund size

Peak reported GAV

$8.1M

Beneficial owners

37

Minimum investment

$100,000

Owned by the adviser

100%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Delaware, United States

First reported

Mar 29, 2012

Last reported

Mar 25, 2014fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

5

Fund id

805-2827974539

Graph

RIA / Wealth Management

Canonical id

dfx:ria:42b47a1d-e133-9ac9-5643-d4b65204dc2a

First observed

Mar 29, 2012

Last observed

Mar 25, 2014 152 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.