DFX Intelligence
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advised by UPWELLING CAPITAL GROUP LLC
Texas, 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 31, 2026 | $64.9M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| T•••• C•••••• B••• | T•••• C•••••• B••• | Dallas | Texas | United States | no | n/a |
| 17 |
| $1.0M |
| 0.0% |
| n/a |
| L••• S••• C•• F••• L• |
| May 9, 2024 | $196M | 17 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 29, 2024 | $196M | 17 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 31, 2023 | $155M | 17 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Jun 6, 2022 | $186M | 17 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 31, 2022 | $105M | 23 | $1.0M | 0.0% | yes | L••• S••• C•• F•••• L• |
| Mar 30, 2022 | $186M | 17 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| May 4, 2021 | $187M | 23 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 31, 2021 | $75.0M | 23 | $1.0M | 0.0% | yes | L••• S••• C•• F•••• L• |
| Mar 22, 2021 | $167M | 23 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 4, 2020 | $179M | 23 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Feb 28, 2019 | $171M | 23 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 26, 2018 | $112M | 23 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Sep 28, 2017 | $108M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 31, 2017 | $108M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Jun 10, 2016 | $101M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Mar 7, 2016 | $101M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Feb 25, 2015 | $120M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Nov 12, 2014 | $123M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Apr 30, 2014 | $123M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Feb 25, 2014 | $201M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Apr 1, 2013 | $112M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Sep 19, 2012 | $96.2M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |
| Feb 14, 2012 | $96.2M | 24 | $1.0M | 300.0% | yes | L••• S••• C•• F••• L• |