DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by DUNHAM
California, 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 | Name as filed |
|---|---|---|---|---|---|---|
| Dec 6, 2013 | $20.4M | 75 |
| $250,000 |
| 500.0% |
| yes |
| D•• I••••••••• M••••••• F••• I••• L••• |
| May 21, 2013 | $20.4M | 75 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| May 21, 2013 | $20.4M | 75 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Apr 1, 2013 | $20.4M | 75 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Apr 1, 2013 | $20.4M | 75 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Apr 1, 2013 | $20.4M | 75 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Jan 14, 2013 | $29.9M | 72 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Apr 26, 2012 | $29.9M | 72 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Apr 3, 2012 | $29.9M | 72 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Mar 15, 2012 | $29.9M | 72 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |
| Feb 8, 2012 | $29.9M | 72 | $250,000 | 500.0% | yes | D•• I••••••••• M••••••• F••• I••• L••• |