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advised by MCM WEALTH
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 3, 2024 | $42.7M | 72 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CIBC WORLD MARKETS CORP. | CIBC WORLD MARKETS CORP. | NEW YORK | New York | United States | no | 8-18333 |
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | SAN FRANCISCO | California | United States | no | n/a |
| $500,000 |
| 700.0% |
| yes |
| A•• I• L• |
| Mar 29, 2024 | $42.7M | 72 | $500,000 | 700.0% | yes | A•• I• L• |
| Jul 7, 2023 | $43.7M | 74 | $500,000 | 400.0% | yes | A•• I• L• |
| Mar 31, 2023 | $43.7M | 74 | $500,000 | 400.0% | yes | A•• I• L• |
| Dec 8, 2022 | $54.7M | 51 | $1.0M | 200.0% | yes | A•• I• L• |
| Sep 28, 2022 | $54.7M | 51 | $1.0M | 200.0% | yes | A•• I• L• |
| Mar 30, 2022 | $54.7M | 51 | $1.0M | 200.0% | yes | A•• I• L• |
| Dec 10, 2021 | $43.6M | 48 | $1.0M | 100.0% | yes | A•• I• L• |
| Oct 28, 2021 | $43.6M | 48 | $1.0M | 100.0% | yes | A•• I• L• |
| Oct 1, 2021 | $43.6M | 48 | $1.0M | 100.0% | yes | A•• I• L• |