DFX Intelligence
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Reading the graph
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advised by W•••••• B• W••••• • A••••••••• I•••
South Carolina, 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 |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | $8.7M | 38 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| I••••••••• B•••••• L•• | I••••••••• B•••••• L•• | Greenwich | Connecticut | United States | no | 8-47257 |
| W•••• F•••• | W•••• F•••• | SAN FRANCISCO | California | United States | no | n/a |
| 1100.0% |
| n/a |
| E••••• 8• L•• |
| Mar 28, 2024 | $6.9M | 38 | $10,000 | 1200.0% | yes | E••••• 8• L•• |
| Mar 31, 2023 | $6.4M | 41 | $10,000 | 1200.0% | yes | E••••• 8• L•• |
| Nov 17, 2022 | $5.9M | 41 | $10,000 | 1200.0% | yes | E••••• 8• L•• |
| Oct 19, 2022 | $5.9M | 41 | $10,000 | 1200.0% | yes | E••••• 8• L•• |
| Jun 25, 2012 | $937,092 | 13 | $10,000 | 200.0% | yes | E••••• 8• I••••••••• C••• |
| May 18, 2012 | $937,092 | 13 | $10,000 | 200.0% | yes | E••••• 8• I••••••••• C••• |
| Mar 29, 2012 | $937,092 | 13 | $10,000 | 200.0% | yes | E••••• 8• I••••••••• C••• |