DFX Intelligence
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advised by E••••• R••••••• I••••••••• L••
Massachusetts, 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 |
|---|---|---|---|---|---|---|
| Jul 18, 2024 | $765,029 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| I•••••• F•••••••• | I•••••• F•••••••• | OAK BROOK | Illinois | United States | no | n/a |
| L••••• B•••• N••• | L••••• B•••• N••• | Arlington | Massachusetts | United States | no | n/a |
| 11 |
| $0 |
| 0.0% |
| no |
| W•• I• H••••••• L•• |
| Jun 14, 2024 | $765,029 | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 28, 2024 | $765,029 | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Jan 26, 2024 | $1.9M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Jul 24, 2023 | $1.9M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Apr 25, 2023 | $1.9M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 30, 2023 | $1.9M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Oct 27, 2022 | $2.0M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Sep 9, 2022 | $2.0M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Jul 7, 2022 | $2.0M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 31, 2022 | $2.0M | 11 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Dec 14, 2021 | $1.6M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Aug 17, 2021 | $1.6M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Apr 9, 2021 | $1.6M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 26, 2021 | $1.6M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Apr 29, 2020 | $1.7M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 25, 2020 | $1.7M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 22, 2019 | $3.4M | 13 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 29, 2018 | $3.2M | 13 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Aug 2, 2017 | $3.0M | 13 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 28, 2017 | $3.0M | 13 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Oct 13, 2016 | $1.3M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Apr 8, 2016 | $1.3M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |
| Mar 29, 2016 | $1.3M | 12 | $0 | 0.0% | no | W•• I• H••••••• L•• |