DFX Intelligence
Data Factory
Reading the graph
Reading the graph
advised by JESS S. MORGAN & COMPANY., INC.
California, 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 |
|---|---|---|---|---|---|---|
| Jun 28, 2022 | $1.6M | 90 | $25,000 | 900.0% | no | MORGAN INVESTORS X |
| Jun 28, 2021 | $1.7M | 90 | $25,000 | 900.0% | no | MORGAN INVESTORS X |
| Nov 30, 2020 | $3.6M | 90 | $25,000 | 800.0% | no | MORGAN INVESTORS X |
| Jun 19, 2020 | $3.6M | 90 | $25,000 | 800.0% | no | MORGAN INVESTORS X |
| Jun 10, 2019 | $3.9M | 88 | $25,000 | 800.0% | no | MORGAN INVESTORS X |
| Jun 20, 2018 | $3.9M | 88 | $25,000 | 800.0% | no | MORGAN INVESTORS X |
| May 23, 2017 | $4.2M | 88 | $25,000 | 800.0% | no | MORGAN INVESTORS X |
| Jun 15, 2016 | $4.9M | 88 | $25,000 | 800.0% | no | MORGAN INVESTORS X |
| Mar 8, 2016 | $5.2M | 89 | $25,000 | 600.0% | no | MORGAN INVESTORS X |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| MILLENNIUM TRUST COMPANY | MILLENNIUM TRUST COMPANY | OAK BROOK | Illinois | United States | no | n/a |