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advised by B•••• W•••••• ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| Oct 18, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BMO HARRIS BANK N.A. | BMO HARRIS BANK N.A. | Chicago | Illinois | United States | no | n/a |
| PERSHING LLC | PERSHING LLC | JERSEY CITY | New Jersey | United States | no | 8-17574 |
| 46 |
| $5.0M |
| 0.0% |
| yes |
| B•••• W•••••• R••••• F•••• L• |
| Mar 29, 2024 | $80.4M | 46 | $5.0M | 0.0% | yes | B•••• W•••••• R••••• F•••• L• |
| Mar 30, 2023 | $62.7M | 53 | $5.0M | 0.0% | yes | B•••• W•••••• R••••• F•••• L• |
| Mar 30, 2022 | $76.4M | 53 | $5.0M | 0.0% | yes | B•••• W•••••• R••••• F•••• L• |
| Jun 16, 2021 | $65.8M | 56 | $5.0M | 0.0% | yes | B•••• W•••••• R••••• F•••• L• |
| Apr 15, 2021 | $65.8M | 56 | $5.0M | 0.0% | yes | B•••• W•••••• R••••• F•••• L• |
| Mar 31, 2021 | $62.8M | 60 | $5.0M | 0.0% | yes | A•• R••••• F••• L• |
| Mar 26, 2020 | $181M | 95 | $5.0M | 2000.0% | yes | A•• R••••• F••• L• |
| Nov 8, 2019 | $160M | 95 | $5.0M | 2000.0% | yes | A•• R••••• F••• L• |
| Apr 30, 2019 | $160M | 95 | $5.0M | 2000.0% | yes | A•• R••••• F••• L• |
| Apr 29, 2019 | $160M | 95 | $5.0M | 2000.0% | yes | A•• R••••• F••• L• |
| Mar 19, 2019 | $160M | 95 | $5.0M | 2000.0% | yes | A•• R••••• F••• L• |
| Jun 27, 2018 | $174M | 90 | $5.0M | 1500.0% | yes | A•• R••••• F••• L• |
| Mar 26, 2018 | $174M | 90 | $5.0M | 1500.0% | yes | A•• R••••• F••• L• |
| Mar 9, 2017 | $146M | 95 | $5.0M | 1500.0% | yes | A•• R••••• F••• L• |
| Mar 8, 2016 | $123M | 95 | $5.0M | 1000.0% | yes | A•• R••••• F••• L• |
| Nov 23, 2015 | $125M | 95 | $5.0M | 1000.0% | yes | A•• R••••• F••• L• |
| Mar 12, 2015 | $125M | 95 | $5.0M | 1000.0% | yes | A•• R••••• F••• L• |
| Sep 30, 2014 | $104M | 95 | $5.0M | 500.0% | yes | A•• R••••• F••• L• |
| Mar 26, 2014 | $104M | 95 | $5.0M | 500.0% | yes | A•• R••••• F••• L• |
| Jan 7, 2014 | $92.0M | 95 | $5.0M | 500.0% | yes | A•• R••••• F••• L• |
| Nov 8, 2013 | $92.0M | 95 | $5.0M | 500.0% | yes | A•• R••••• F••• L• |
| May 24, 2013 | $92.0M | 95 | $5.0M | 500.0% | yes | A•• R••••• F••• L• |
| Mar 18, 2013 | $92.0M | 95 | $5.0M | 500.0% | yes | A•• R••••• F••• L• |