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advised by MOODY, LYNN, LIEBERSON & WALKER, LLC
Massachusetts, 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 |
|---|---|---|---|---|---|---|
| Nov 13, 2024 | $13.2M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FNZ TRUST | FNZ TRUST COMPANY - A VENTURE WITH STATE STREET | Quincy | Massachusetts | United States | no | n/a |
| 9 |
| $100,000 |
| 1000.0% |
| yes |
| I•••• W•••• L• |
| Mar 27, 2024 | $13.2M | 9 | $100,000 | 1000.0% | yes | I•••• W•••• L• |
| Mar 26, 2024 | $13.2M | 9 | $100,000 | 1000.0% | yes | I•••• W•••• L• |
| Nov 22, 2023 | $12.5M | 11 | $100,000 | 900.0% | yes | I•••• W•••• L• |
| Mar 30, 2023 | $12.5M | 11 | $100,000 | 900.0% | yes | I•••• W•••• L• |
| Jan 3, 2023 | $15.6M | 14 | $100,000 | 800.0% | yes | I•••• W•••• L• |
| Jan 3, 2023 | $15.6M | 14 | $100,000 | 800.0% | yes | I•••• W•••• L• |
| Mar 29, 2022 | $15.6M | 14 | $100,000 | 800.0% | yes | I•••• W•••• L• |
| Mar 29, 2021 | $13.5M | 15 | $100,000 | 800.0% | yes | I•••• W•••• L• |
| Jun 8, 2020 | $13.1M | 15 | $100,000 | 800.0% | yes | I•••• W•••• L• |
| Apr 2, 2020 | $13.1M | 15 | $100,000 | 800.0% | yes | I•••• W•••• L• |
| Mar 26, 2019 | $13.8M | 17 | $100,000 | 600.0% | yes | I•••• W•••• L• |
| Mar 30, 2018 | $16.8M | 19 | $100,000 | 500.0% | yes | I•••• W•••• L• |
| Sep 6, 2017 | $15.3M | 20 | $100,000 | 500.0% | yes | I•••• W•••• L• |
| Mar 29, 2017 | $15.3M | 20 | $100,000 | 500.0% | yes | I•••• W•••• L• |
| Apr 7, 2016 | $14.9M | 20 | $100,000 | 500.0% | yes | I•••• W•••• L• |
| Mar 29, 2016 | $14.9M | 20 | $100,000 | 500.0% | yes | I•••• W•••• L• |
| Mar 9, 2016 | $16.6M | 20 | $100,000 | 400.0% | yes | I•••• W•••• L• |
| Dec 2, 2015 | $16.6M | 20 | $100,000 | 400.0% | yes | I•••• W•••• L• |
| Oct 28, 2015 | $16.6M | 20 | $100,000 | 400.0% | yes | I•••• W•••• L• |
| Mar 30, 2015 | $16.6M | 20 | $100,000 | 400.0% | yes | I•••• W•••• L• |
| Mar 28, 2014 | $15.7M | 21 | $100,000 | 300.0% | yes | I•••• W•••• L• |
| Mar 28, 2013 | $12.2M | 25 | $100,000 | 200.0% | yes | I•••• W•••• L• |
| Mar 20, 2012 | $10.0M | 25 | $100,000 | 0.0% | yes | I•••• W•••• L• |
| Dec 14, 2011 | $10.2M | 25 | $100,000 | 0.0% | yes | I•••• W•••• L• |