DFX Intelligence
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 HARRIS PRESTON & PARTNERS, 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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 31, 2017 | $214,796 | 23 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| THE KINGDOM TRUST COMPANY | THE KINGDOM TRUST COMPANY | Murray | Kentucky | United States | no | n/a |
| 2600.0% |
| no |
| 1••• S•• |
| Apr 13, 2016 | $1.2M | 23 | $50,000 | 2200.0% | no | 1••• S•• |
| Mar 30, 2016 | $1.2M | 23 | $50,000 | 2200.0% | no | 1••• S•• |
| Apr 2, 2015 | $813,488 | 22 | $50,000 | 2200.0% | no | 1••• S•• |
| Apr 16, 2014 | $812,295 | 22 | $50,000 | 1300.0% | no | 1••• S•• |
| Apr 16, 2014 | $812,295 | 22 | $50,000 | 1300.0% | no | 1••• S•• |
| Apr 2, 2014 | $812,295 | 22 | $50,000 | 1300.0% | no | 1••• S•• |
| May 9, 2013 | $773,164 | 11 | $50,000 | 1400.0% | no | 1••• S•• |
| May 9, 2013 | $773,164 | 11 | $50,000 | 1400.0% | no | 1••• S•• |
| Apr 2, 2013 | $773,164 | 11 | $50,000 | 1400.0% | no | 1••• S•• |
| Apr 1, 2013 | $773,164 | 11 | $50,000 | 1400.0% | no | 1••• S•• |