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advised by J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
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 |
|---|---|---|---|---|---|---|
| Nov 17, 2015 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| P••••••• L•• | P••••••• L•• | JERSEY CITY | New Jersey | United States | no | 8-17574 |
| 14 |
| $500,000 |
| 100.0% |
| yes |
| S••••••••• T•••• R••••• F•••• L•• |
| Nov 17, 2015 | $26.5M | 14 | $500,000 | 100.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Aug 13, 2015 | $26.5M | 14 | $500,000 | 100.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jul 23, 2015 | $26.5M | 14 | $500,000 | 100.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jun 24, 2015 | $26.5M | 14 | $500,000 | 100.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jun 9, 2015 | $26.5M | 14 | $500,000 | 100.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Mar 31, 2015 | $26.5M | 14 | $500,000 | 100.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jan 16, 2015 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Nov 18, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Oct 14, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Oct 9, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jul 23, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jun 17, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Mar 31, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Mar 28, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Feb 27, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jan 21, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Jan 11, 2014 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Sep 26, 2013 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Sep 25, 2013 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Sep 18, 2013 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Aug 19, 2013 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Aug 15, 2013 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |
| Aug 14, 2013 | $36.0M | 13 | $500,000 | 0.0% | yes | S••••••••• T•••• R••••• F•••• L•• |