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advised by ADVISORY RESEARCH 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.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 29, 2019 | $0 | 0 | $250,000 | 0.0% | yes | ADVISORY RESEARCH MID CAP GROWTH FUND LLC |
| Dec 18, 2018 | $2.0M | 4 | $250,000 | 6800.0% | yes | ADVISORY RESEARCH MID CAP GROWTH FUND LLC |
| Apr 2, 2018 | $2.0M | 4 | $250,000 | 6800.0% | yes | ADVISORY RESEARCH MID CAP GROWTH FUND LLC |
| Mar 29, 2018 | $2.0M | 4 | $250,000 | 6800.0% | yes | ADVISORY RESEARCH MID CAP GROWTH FUND LLC |
| Jan 22, 2018 | $1.4M | 4 | $250,000 | 6800.0% | yes | ADVISORY RESEARCH MID CAP GROWTH FUND LLC |
| May 1, 2017 | $1.4M | 4 | $250,000 | 6800.0% | yes | CUPPS MID CAP GROWTH FUND |
| Mar 30, 2017 | $1.4M | 4 | $250,000 | 6800.0% | yes | CUPPS MID CAP GROWTH FUND |
| Mar 22, 2016 | $1.6M | 3 | $250,000 | 6600.0% | yes | CUPPS MID CAP GROWTH FUND |
| Mar 22, 2016 | $1.6M | 3 | $250,000 | 6600.0% | yes | CUPPS MID CAP GROWTH FUND |
| Nov 11, 2015 | $1.8M | 3 | $250,000 | 6900.0% | yes | CUPPS MID CAP GROWTH FUND |
| Feb 24, 2015 | $1.8M | 3 | $250,000 | 6900.0% | yes | CUPPS MID CAP GROWTH FUND |
| Feb 18, 2015 | $1.8M | 3 | $250,000 | 6900.0% | yes | CUPPS MID CAP GROWTH FUND |
| Oct 7, 2014 | $1.7M | 3 | $250,000 | 8000.0% | yes | CUPPS MID CAP GROWTH FUND |
| Jul 8, 2014 | $1.7M | 3 | $250,000 | 8000.0% | yes | CUPPS MID CAP GROWTH FUND |
| Mar 10, 2014 | $1.7M | 3 | $250,000 | 8000.0% | yes | CUPPS MID CAP GROWTH FUND |
| Sep 26, 2013 | $1.2M | 3 | $250,000 | 6900.0% | yes | CUPPS MID CAP GROWTH FUND |
| Mar 26, 2013 | $1.2M | 3 | $250,000 | 6900.0% | yes | CUPPS MID CAP GROWTH FUND |
| Mar 28, 2012 | $1.1M | 3 | $250,000 | 6900.0% | yes | CUPPS MID CAP GROWTH FUND |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| JEFFERIES LLC | JEFFERIES LLC | NEW YORK | New York | United States | no | 8-15074 |