DFX Intelligence
Data Factory
Reading the graph
Reading the graph
advised by WIND POINT PARTNERS
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 26, 2013 | $19.8M | 13 | $25,000 | 10000.0% | yes | WIND POINT INVESTMENTS, LLC |
| Oct 24, 2012 | $18.7M | 8 | $144,000 | 10000.0% | yes | WIND POINT INVESTMENTS, LLC |
| Feb 10, 2012 | $18.7M | 8 | $144,000 | 10000.0% | yes | WIND POINT INVESTMENTS, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWABB | CHARLES SCHWABB | Chicago | Illinois | United States | no | n/a |
| JP MORGAN | JP MORGAN | Chicago | Illinois | United States | no | n/a |
| Ubs | Ubs | Chicago | Illinois | United States | no | n/a |