DFX Intelligence
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.
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 | Name as filed |
|---|---|---|---|---|---|---|
| Jan 16, 2024 | $500,000 | 13 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| 7•• S• C••• P••••••• S•••• 2••• C•••• N• 2•••• | V•••••• B••• O••••• | C••• | North Carolina | United States | no | n/a |
| $10,000 |
| 3000.0% |
| no |
| R•••• N••••••• I••••••••• L•• |
| Jan 13, 2023 | $500,000 | 13 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Mar 21, 2022 | $500,000 | 13 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Jan 12, 2021 | $500,000 | 13 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Feb 25, 2020 | $500,000 | 13 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Mar 12, 2019 | $500,000 | 13 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Mar 27, 2018 | $500,000 | 13 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Mar 20, 2017 | $98,300 | 15 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Mar 30, 2016 | $213,500 | 15 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Jan 27, 2015 | $570,000 | 15 | $10,000 | 3000.0% | no | R•••• N••••••• I••••••••• L•• |
| Feb 28, 2014 | $570,000 | 13 | $10,000 | 2000.0% | no | R•••• N••••••• I••••••••• L•• |
| Jan 2, 2013 | $570,000 | 13 | $10,000 | 2000.0% | no | R•••• N••••••• I••••••••• L•• |
| Sep 24, 2012 | $570,000 | 13 | $10,000 | 2000.0% | no | R•••• N••••••• I••••••••• L•• |
| May 15, 2012 | $570,000 | 13 | $10,000 | 2000.0% | no | R•••• N••••••• I••••••••• L•• |