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

MORTON WEALTHCRD 141250

Fund type

PRIVATE CREDIT

Latest reported GAV

$0gross asset value on Schedule D 7.B(1), as of 2024-05-13; never fund size

Peak reported GAV

$0

Beneficial owners

0

Minimum investment

$50,000

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Delaware, United States

First reported

Mar 19, 2024

Last reported

May 13, 2024fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

3

Fund id

805-9912038156

Graph

RIA / Wealth Management

Canonical id

dfx:ria:454ea65d-51d1-b3e4-2391-7891d64d613d

First observed

Mar 19, 2024

Last observed

May 13, 2024 28 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.