DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by F•••••• G••••• L••
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 |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | $125,706 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| C•••• S••••••••• L•• | C•••• S••••••••• L•• | SALT LAKE CITY | Utah | United States | no | 8-69701 |
| S•••••• V••••• B••• | S•••••• V••••• B••• | PALO ALTO | California | United States | no | n/a |
| W•••• F•••• | W•••• F•••• | SAN FRANCISCO | California |
| $5.0M |
| 0.0% |
| n/a |
| F••• O••• S••• L• |
| Mar 25, 2024 | $2.6M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Jun 27, 2023 | $3.0M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Apr 14, 2023 | $3.0M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 30, 2023 | $3.0M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 30, 2022 | $1.5M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 31, 2021 | $260,012 | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Nov 9, 2020 | $2.5M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Jun 5, 2020 | $2.5M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 27, 2020 | $2.5M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 27, 2019 | $2.3M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 30, 2018 | $4.3M | 5 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Jun 5, 2017 | $6.2M | 4 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Apr 21, 2017 | $6.2M | 4 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Apr 20, 2017 | $6.2M | 4 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 31, 2017 | $6.2M | 4 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Apr 19, 2016 | $13.8M | 4 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 17, 2016 | $13.8M | 4 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| Mar 4, 2016 | $13.8M | 4 | $850,460 | 0.0% | yes | F••• O••• S••• L• |
| no |
| n/a |