DFX Intelligence
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advised by SIMMONS L E & ASSOCIATES INC
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 28, 2024 | $430M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| AMEGY BANK OF TEXAS | AMEGY BANK N.A. | Houston | Texas | United States | no | n/a |
| $500,000 |
| 400.0% |
| yes |
| S•••••••• L••• |
| Mar 29, 2023 | $384M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 28, 2022 | $315M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 29, 2021 | $293M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 19, 2020 | $212M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 21, 2019 | $163M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 28, 2018 | $173M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 29, 2017 | $106M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 31, 2016 | $77.9M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 28, 2016 | $77.9M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 30, 2015 | $90.7M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 14, 2014 | $117M | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |
| Mar 25, 2013 | $0 | 78 | $500,000 | 400.0% | yes | S•••••••• L••• |