DFX Intelligence
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Reading the graph
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advised by HALL CAPITAL 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 |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | Phoenix | Arizona | United States | no | 8-16514 |
| JP MORGAN CHASE BANK | JP MORGAN CHASE BANK NA | NEW YORK | New York | United States | no | n/a |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SAN FRANCISCO |
| $902,575 |
| 15 |
| $1.0M |
| 1200.0% |
| yes |
| H•• V• X• I••••••••• L••• |
| Mar 26, 2024 | $902,575 | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jun 30, 2023 | $1.5M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 30, 2023 | $1.5M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 14, 2022 | $3.0M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 30, 2022 | $3.0M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Nov 3, 2021 | $3.6M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 9, 2021 | $3.6M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| May 11, 2021 | $3.6M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 29, 2021 | $3.6M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 29, 2020 | $7.0M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jun 29, 2020 | $7.0M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 27, 2020 | $7.0M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 18, 2019 | $10.2M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 28, 2019 | $10.2M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jan 28, 2019 | $15.7M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 25, 2018 | $15.7M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 29, 2018 | $15.7M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Aug 10, 2017 | $27.7M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 14, 2017 | $27.7M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 24, 2017 | $27.7M | 15 | $1.0M | 1200.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 13, 2016 | $33.6M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 21, 2016 | $33.6M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Nov 24, 2015 | $38.6M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 24, 2015 | $38.6M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Apr 23, 2015 | $38.6M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 30, 2015 | $38.6M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 31, 2014 | $34.5M | 13 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 30, 2014 | $34.5M | 13 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Apr 29, 2014 | $34.5M | 13 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Apr 25, 2014 | $34.5M | 13 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 28, 2014 | $34.5M | 13 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Apr 26, 2013 | $29.1M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 28, 2013 | $29.1M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Jan 31, 2013 | $25.9M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Jul 12, 2012 | $25.9M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Jun 26, 2012 | $25.9M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Jun 26, 2012 | $25.9M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Apr 17, 2012 | $25.9M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| Mar 30, 2012 | $25.9M | 15 | $1.0M | 0.0% | yes | H•• V• X• I••••••••• L••• |
| California |
| United States |
| no |
| 8-7221 |