DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by CHEROKEE & WALKER MANAGEMENT
Utah, 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 |
|---|---|---|---|---|---|---|
| Dec 14, 2023 | $4.4M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| Banking | HILLCREST BANK | KANSAS CITY | Missouri | United States | no | n/a |
| KEY BANK | KEY BANK | SALT LAKE CITY | Utah | United States | no | n/a |
| 32 |
| $100,000 |
| 800.0% |
| yes |
| R•• B••••• C••••••• L•• |
| Mar 31, 2023 | $4.4M | 32 | $100,000 | 800.0% | yes | R•• B••••• C••••••• L•• |
| Mar 2, 2023 | $4.4M | 32 | $100,000 | 800.0% | yes | R•• B••••• C••••••• L•• |
| Feb 28, 2023 | $4.4M | 32 | $100,000 | 800.0% | yes | R•• B••••• C••••••• L•• |
| Mar 31, 2022 | $4.5M | 32 | $100,000 | 800.0% | yes | R•• B••••• C••••••• L•• |
| Mar 25, 2022 | $4.5M | 32 | $100,000 | 800.0% | yes | R•• B••••• C••••••• L•• |
| Mar 26, 2021 | $5.8M | 32 | $100,000 | 800.0% | yes | R•• B••••• C••••••• L•• |
| Jun 25, 2020 | $12.4M | 34 | $100,000 | 2200.0% | yes | R•• B••••• C••••••• L•• |
| Mar 23, 2020 | $12.4M | 34 | $100,000 | 2200.0% | yes | R•• B••••• C••••••• L•• |
| Jan 29, 2020 | $12.4M | 34 | $100,000 | 2700.0% | yes | R•• B••••• C••••••• L•• |
| Nov 7, 2019 | $12.4M | 34 | $100,000 | 2700.0% | yes | R•• B••••• C••••••• L•• |
| Oct 21, 2019 | $12.4M | 34 | $100,000 | 2700.0% | yes | R•• B••••• C••••••• L•• |
| Jun 19, 2019 | $12.4M | 34 | $100,000 | 2700.0% | yes | R•• B••••• C••••••• L•• |
| Apr 26, 2019 | $12.4M | 34 | $100,000 | 2700.0% | yes | R•• B••••• C••••••• L•• |
| Mar 29, 2019 | $12.4M | 34 | $100,000 | 2700.0% | yes | R•• B••••• C••••••• L•• |
| Apr 30, 2018 | $14.4M | 34 | $100,000 | 2700.0% | yes | R•• B••••• C••••••• L•• |