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advised by WILLOW 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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| May 31, 2018 | $10,439 | 6 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| ESQUIRE BANK, NATIONAL ASSOCIATION | ESQUIRE BANK, NATIONAL ASSOCIATION | NEW YORK | New York | United States | no | n/a |
| $10,000 |
| 0.0% |
| yes |
| Y• 1•• M••• I• L•• |
| Mar 30, 2018 | $10,439 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| Sep 29, 2017 | $228,496 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| Sep 15, 2017 | $228,496 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| Jun 1, 2017 | $228,496 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| Mar 31, 2017 | $228,496 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| Aug 4, 2016 | $333,912 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| May 6, 2016 | $325,000 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| Mar 31, 2016 | $325,000 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |
| Mar 28, 2016 | $325,000 | 6 | $10,000 | 0.0% | yes | Y• 1•• M••• I• L•• |