DFX Intelligence
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advised by SYNERGY ASSET MANAGEMENT, 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 |
|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS CORP. | INTERACTIVE BROKERS CORP. | Greenwich | Connecticut | United States | no | 8-53615 |
| TRUST COMPANY | MILLENIUM TRUST COMPANY | OAK BROOK | Illinois | United States | no | n/a |
| Jul 1, 2024 | $11.9M | 35 | $100,000 | 1000.0% | yes | R•••• S••••• C••••••• L•• |
| Jun 3, 2024 | $11.9M | 35 | $100,000 | 1000.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 15, 2024 | $119M | 35 | $100,000 | 1000.0% | yes | R•••• S••••• C••••••• L•• |
| Aug 3, 2023 | $6.5M | 34 | $100,000 | 1000.0% | yes | R•••• S••••• C••••••• L•• |
| May 4, 2023 | $6.5M | 34 | $100,000 | 1000.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 28, 2023 | $6.5M | 34 | $100,000 | 1000.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 28, 2022 | $12.7M | 30 | $100,000 | 1000.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 3, 2022 | $16.2M | 26 | $100,000 | 700.0% | yes | R•••• S••••• C••••••• L•• |
| Nov 10, 2021 | $16.2M | 26 | $100,000 | 700.0% | yes | R•••• S••••• C••••••• L•• |
| Nov 3, 2021 | $16.2M | 26 | $100,000 | 700.0% | yes | R•••• S••••• C••••••• L•• |
| Oct 15, 2021 | $16.2M | 26 | $100,000 | 700.0% | yes | R•••• S••••• C••••••• L•• |
| Sep 9, 2021 | $16.2M | 26 | $100,000 | 700.0% | yes | R•••• S••••• C••••••• L•• |
| Sep 8, 2021 | $16.2M | 26 | $100,000 | 700.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 31, 2021 | $16.2M | 26 | $100,000 | 700.0% | yes | R•••• S••••• C••••••• L•• |
| Jan 26, 2021 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Jan 6, 2021 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Jul 31, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Jun 22, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Jun 19, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Jun 4, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| May 29, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| May 6, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Feb 19, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Feb 19, 2020 | $4.9M | 20 | $100,000 | 400.0% | yes | R•••• S••••• C••••••• L•• |
| Oct 22, 2019 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Oct 22, 2019 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Oct 8, 2019 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| May 16, 2019 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 15, 2019 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 15, 2019 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Dec 7, 2018 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Nov 6, 2018 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Aug 21, 2018 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 20, 2018 | $4.9M | 16 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Oct 9, 2017 | $5.0M | 14 | $100,000 | 600.0% | yes | R•••• S••••• C••••••• L•• |
| Aug 30, 2017 | $2.1M | 10 | $100,000 | 1500.0% | yes | R•••• S••••• C••••••• L•• |
| Aug 24, 2017 | $2.1M | 10 | $100,000 | 1500.0% | yes | R•••• S••••• C••••••• L•• |
| Apr 4, 2017 | $2.1M | 10 | $100,000 | 1500.0% | yes | R•••• S••••• C••••••• L•• |
| Jul 15, 2016 | $581,058 | 6 | $100,000 | 2300.0% | yes | R•••• S••••• C••••••• L•• |
| May 5, 2016 | $581,058 | 6 | $100,000 | 2300.0% | yes | R•••• S••••• C••••••• L•• |
| May 4, 2016 | $581,058 | 6 | $100,000 | 2300.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 30, 2016 | $581,058 | 6 | $100,000 | 2300.0% | yes | R•••• S••••• C••••••• L•• |
| Jun 24, 2015 | $200,000 | 2 | $100,000 | 10000.0% | yes | R•••• S••••• C••••••• L•• |
| Mar 31, 2015 | $200,000 | 2 | $100,000 | 10000.0% | yes | R•••• S••••• C••••••• L•• |