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advised by MATRIX PLANNING INC
Washington, 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 19, 2024 | $3.8M | 27 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 31, 2023 | $3.7M | 25 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 31, 2022 | $3.1M | 23 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 29, 2021 | $3.1M | 23 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Jul 2, 2020 | $3.1M | 23 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Jun 29, 2020 | $3.1M | 23 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 27, 2020 | $3.1M | 23 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 25, 2019 | $3.1M | 23 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 31, 2018 | $3.0M | 20 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Apr 5, 2017 | $3.0M | 20 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 28, 2016 | $2.1M | 20 | $1,000 | 200.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 23, 2015 | $2.1M | 20 | $1,000 | 100.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 27, 2014 | $2.1M | 20 | $1,000 | 100.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 28, 2013 | $2.1M | 20 | $1,000 | 100.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Mar 30, 2012 | $2.1M | 20 | $1,000 | 100.0% | yes | HUDSON VALLEY VENTURES, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| WASHINGTON TRUST BANK | WASHINGTON TRUST BANK | Seattle | Washington | United States | no | n/a |