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advised by CHRISTOPHER WEIL & CO INC
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 |
|---|---|---|---|---|---|---|
| May 15, 2023 | $10.7M | 68 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 22, 2022 | $10.7M | 68 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 22, 2022 | $10.7M | 68 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 26, 2021 | $10.7M | 59 | $50,000 | 1400.0% | no | CWC CASA DEL ZORRO, LLC |
| Jun 29, 2021 | $8.4M | 69 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 26, 2020 | $8.4M | 69 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Jul 1, 2020 | $8.4M | 69 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Jun 30, 2020 | $8.4M | 69 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Jan 3, 2020 | $8.4M | 69 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 26, 2019 | $8.4M | 69 | $50,000 | 1300.0% | no | CWC CASA DEL ZORRO, LLC |
| Jun 18, 2019 | $8.4M | 68 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Jun 18, 2019 | $8.4M | 68 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 27, 2018 | $8.4M | 68 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Feb 2, 2018 | $8.4M | 68 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 26, 2017 | $8.4M | 68 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Jun 9, 2017 | $8.4M | 64 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Apr 18, 2017 | $8.4M | 64 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Jan 31, 2017 | $8.4M | 64 | $50,000 | 1500.0% | no | CWC CASA DEL ZORRO, LLC |
| Oct 26, 2016 | $4.1M | 56 | $50,000 | 1000.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 28, 2015 | $4.1M | 56 | $50,000 | 1000.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 1, 2015 | $4.1M | 56 | $50,000 | 1000.0% | no | CWC CASA DEL ZORRO, LLC |
| Dec 26, 2014 | $4.1M | 56 | $50,000 | 1000.0% | no | CWC CASA DEL ZORRO, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL WEALTH SERVICES | FIDELITY INSTITUTIONAL WEALTH SERVICES | NEW YORK | New York | United States | no | n/a |