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

CHARTWELL INVESTMENT PARTNERS, LLCCRD 170335

Fund type

DIVERSIFIED PORTFOLIO OF PUBLICLY TRADED SECURITIES

Latest reported GAV

$1.5Mgross asset value on Schedule D 7.B(1), as of 2024-01-12; never fund size

Peak reported GAV

$2.1M

Beneficial owners

10

Minimum investment

$25,000

Owned by the adviser

9000%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Pennsylvania, United States

First reported

Jun 30, 2022

Last reported

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

Filings reporting it

6

Fund id

805-4900019470

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c369def-6af1-94eb-de8d-9b5f0be07f90

First observed

Jun 30, 2022

Last observed

Jan 12, 2024 32 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.