DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by BENCHMARK CAPITAL HOLDINGS
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 26, 2024 | $1.2B |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BOFA SECURITIES, INC. | BOFA SECURITIES, INC. | SAN FRANCISCO | California | United States | no | 8-69787 |
| COMPUTERSHARE SECURITIES CORPORATION | COMPUTERSHARE SECURITIES CORPORATION | SAN FRANCISCO | California | United States | no | 8-53022 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | FIRST CITIZENS INVESTOR SERVICES, INC. | MENLO PARK |
| $0 |
| 100.0% |
| yes |
| 2••• |
| Jan 19, 2024 | $1.5B | 45 | $0 | 100.0% | yes | 2••• |
| Mar 29, 2023 | $1.5B | 45 | $0 | 100.0% | yes | 2••• |
| Mar 16, 2022 | $3.4B | 45 | $0 | 100.0% | yes | 2••• |
| Mar 12, 2021 | $1.1B | 45 | $0 | 100.0% | yes | 2••• |
| Feb 26, 2020 | $772M | 45 | $0 | 100.0% | yes | 2••• |
| Mar 6, 2019 | $685M | 45 | $0 | 100.0% | yes | 2••• |
| Feb 15, 2018 | $522M | 45 | $0 | 100.0% | yes | 2••• |
| Nov 20, 2017 | $397M | 45 | $0 | 100.0% | yes | 2••• |
| Mar 8, 2017 | $397M | 45 | $0 | 100.0% | yes | 2••• |
| Nov 15, 2016 | $433M | 45 | $0 | 100.0% | yes | 2••• |
| Mar 31, 2016 | $433M | 45 | $0 | 100.0% | yes | 2••• |
| Mar 26, 2015 | $422M | 45 | $0 | 100.0% | yes | 2••• |
| Aug 19, 2014 | $429M | 45 | $0 | 100.0% | yes | 2••• |
| Mar 26, 2014 | $429M | 45 | $0 | 100.0% | yes | 2••• |
| United States |
| no |
| 8-50696 |
| J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES LLC | SAN FRANCISCO | California | United States | no | 8-35008 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SAN FRANCISCO | California | United States | no | 8-7221 |
| MORGAN STANLEY | MORGAN STANLEY SMITH BARNEY LLC | SAN FRANCISCO | California | United States | no | 8-68191 |
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES & ASSOCIATES, INC. | NEW YORK | New York | United States | no | 8-10999 |