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 E•••• P•••••• W••••• M••••••••• L••
Massachusetts, 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 |
|---|---|---|---|---|---|---|
| Sep 7, 2017 | $800,000 | 2 |
| 5000.0% |
| yes |
| W••••• P••••••• L•• |
| Sep 7, 2017 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |
| Feb 18, 2017 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |
| Jan 27, 2017 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |
| Nov 23, 2016 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |
| Nov 17, 2016 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |
| Nov 15, 2016 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |
| Nov 14, 2016 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |
| Sep 29, 2016 | $800,000 | 2 | $0 | 5000.0% | yes | W••••• P••••••• L•• |