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advised by W•••••••• R••• CAPITAL MANAGEMENT, LLC
Nebraska, 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 |
|---|---|---|---|---|---|---|
| Mar 25, 2024 | $18.3M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| UNION BANK & TRUST | UNION BANK & TRUST COMPANY | Lincoln | Nebraska | United States | yes | n/a |
| $1.0M |
| 0.0% |
| yes |
| W•••••••• R••• S••• F••• I•• L•• |
| Mar 29, 2023 | $19.0M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 24, 2022 | $19.4M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 25, 2021 | $18.3M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 25, 2020 | $20.6M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 26, 2019 | $20.1M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 27, 2018 | $19.5M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 23, 2017 | $18.1M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Jun 20, 2016 | $17.1M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 23, 2016 | $17.1M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |
| Mar 25, 2015 | $17.5M | 2 | $1.0M | 0.0% | yes | W•••••••• R••• S••• F••• I•• L•• |