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advised by CONSTELLATION WEALTH ADVISORS
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 |
|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST FINANCIAL BANK | FIRST FINANCIAL BANK, N.A. | Cincinnati | Ohio | United States | no | n/a |
| Dec 26, 2023 | $58,748 | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Jul 28, 2023 | $58,748 | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Mar 30, 2023 | $58,748 | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Jul 5, 2022 | $2.9M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| May 24, 2022 | $2.9M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Mar 23, 2022 | $2.9M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Feb 14, 2022 | $3.0M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Oct 7, 2021 | $3.0M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Aug 31, 2021 | $3.0M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Jun 4, 2021 | $3.0M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Apr 12, 2021 | $3.0M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Jan 31, 2021 | $3.0M | 9 | $250,000 | 600.0% | no | Q• R••• E••••• N•••••••• F••• |
| Dec 20, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Dec 18, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Nov 20, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Nov 13, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Oct 8, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Jun 26, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Mar 24, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Mar 23, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Feb 10, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Feb 7, 2020 | $3.0M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Mar 9, 2019 | $3.4M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Nov 19, 2018 | $3.4M | 9 | $250,000 | 600.0% | no | 8••••••••• |
| Jun 7, 2018 | $3.4M | 9 | $250,000 | 600.0% | yes | 8••••••••• |
| Mar 5, 2018 | $3.4M | 9 | $250,000 | 600.0% | yes | 8••••••••• |
| Sep 29, 2017 | $3.9M | 9 | $250,000 | 600.0% | yes | 8••••••••• |
| Mar 2, 2017 | $3.9M | 9 | $250,000 | 600.0% | yes | 8••••••••• |
| Jan 27, 2017 | $3.9M | 9 | $250,000 | 600.0% | yes | 8••••••••• |
| Jan 3, 2017 | $3.9M | 9 | $250,000 | 100.0% | yes | 8••••••••• |
| Mar 18, 2016 | $3.9M | 9 | $250,000 | 100.0% | yes | 8••••••••• |
| Mar 10, 2016 | $3.9M | 9 | $250,000 | 100.0% | yes | 8••••••••• |
| Mar 10, 2016 | $3.9M | 9 | $250,000 | 100.0% | yes | 8••••••••• |
| Mar 1, 2016 | $3.9M | 9 | $250,000 | 100.0% | yes | 8••••••••• |
| Mar 20, 2015 | $4.9M | 9 | $250,000 | 100.0% | yes | 8••••••••• |
| Feb 27, 2015 | $4.9M | 9 | $250,000 | 100.0% | yes | 8••••••••• |
| Oct 10, 2014 | $4.2M | 6 | $250,000 | 100.0% | yes | 8••••••••• |
| Feb 11, 2014 | $4.2M | 6 | $250,000 | 100.0% | yes | 8••••••••• |
| Feb 26, 2013 | $4.2M | 6 | $250,000 | 100.0% | yes | 8••••••••• |
| Aug 30, 2012 | $4.2M | 6 | $250,000 | 100.0% | yes | Q••••••• P••••••• R••• E••••• N•••••••• F•••• L• |