DFX Intelligence
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Reading the graph
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advised by J••• M••••• P•••••• I••••••••• I•••
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 |
|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B••• O• A••••••• N••• | B••• O• A••••••• N••• | Charlotte | North Carolina | United States | no | n/a |
| Name as filed |
|---|
| Mar 28, 2024 | $8.8M | 48 | $250,000 | 100.0% | yes | B••••• S••••• C•• L• |
| Jan 19, 2024 | $23.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Dec 8, 2023 | $23.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jun 9, 2023 | $23.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2023 | $23.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2023 | $23.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Nov 4, 2022 | $70.7M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Oct 14, 2022 | $70.7M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2022 | $70.7M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Dec 10, 2021 | $73.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Nov 1, 2021 | $73.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Oct 7, 2021 | $73.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Sep 30, 2021 | $73.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Sep 17, 2021 | $73.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2021 | $73.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2021 | $73.9M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Feb 16, 2021 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Nov 30, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Oct 30, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Oct 23, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Sep 15, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Sep 11, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Aug 18, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Aug 18, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jun 23, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2020 | $52.6M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Dec 18, 2019 | $34.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Nov 15, 2019 | $34.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Sep 16, 2019 | $34.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jun 11, 2019 | $34.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 29, 2019 | $34.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Oct 9, 2018 | $21.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Oct 9, 2018 | $21.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Aug 27, 2018 | $21.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jun 11, 2018 | $21.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 29, 2018 | $21.8M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jan 26, 2018 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jan 5, 2018 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Dec 20, 2017 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Sep 29, 2017 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Aug 30, 2017 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| May 18, 2017 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Apr 6, 2017 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 31, 2017 | $17.2M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Feb 9, 2017 | $16.5M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Dec 16, 2016 | $16.5M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Dec 5, 2016 | $16.5M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Nov 14, 2016 | $16.5M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Aug 15, 2016 | $16.5M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| May 23, 2016 | $16.5M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 30, 2016 | $16.5M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jan 15, 2016 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Jan 11, 2016 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Nov 25, 2015 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Oct 22, 2015 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Sep 2, 2015 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| May 21, 2015 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| May 20, 2015 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |
| Mar 31, 2015 | $15.4M | 51 | $250,000 | 0.0% | yes | B••••• S••••• C•• L• |