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.
Ohio, 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 |
|---|---|---|---|---|---|---|
| Nov 11, 2024 | $16.3M | 20 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| K•• B••• N• | K•• B••• N• | Cleveland | Ohio | United States | no | n/a |
| P•• B••• | P•• B••• | Cleveland | Ohio | United States | no | n/a |
| $230,000 |
| 200.0% |
| yes |
| E•••• S•••• P••••••• I•• L••• |
| Mar 28, 2024 | $16.3M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Mar 27, 2023 | $23.4M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Mar 24, 2022 | $3.0M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Mar 24, 2021 | $22.7M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Apr 13, 2020 | $22.8M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Mar 29, 2019 | $25.0M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Apr 24, 2018 | $30.8M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Mar 31, 2017 | $35.0M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Apr 8, 2016 | $35.6M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Mar 27, 2015 | $39.9M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Apr 21, 2014 | $50.7M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Apr 21, 2014 | $47.5M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |
| Mar 26, 2012 | $59.6M | 20 | $230,000 | 200.0% | yes | E•••• S•••• P••••••• I•• L••• |