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advised by XP ADVISORY US, INC.
British Virgin Islands
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 |
|---|---|---|---|---|---|---|
| Nov 11, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BANK OF THE OZARKS | BANK OF THE OZARKS | LITTLE ROCK | Arkansas | United States | no | n/a |
| 14 |
| $100,000 |
| 0.0% |
| yes |
| P•• C••••• S••••••••• P•••••••• |
| Jul 25, 2024 | $163,746 | 14 | $100,000 | 0.0% | yes | P•• C••••• S••••••••• P•••••••• |
| Mar 28, 2024 | $163,746 | 14 | $100,000 | 0.0% | yes | P•• C••••• S••••••••• P•••••••• |
| Mar 28, 2024 | $163,746 | 14 | $100,000 | 0.0% | yes | P•• C••••• S••••••••• P•••••••• |
| Jan 9, 2024 | $167,207 | 14 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Mar 31, 2023 | $167,207 | 14 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Mar 31, 2023 | $167,207 | 14 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Mar 31, 2022 | $188,000 | 14 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Jul 8, 2021 | $165,000 | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Apr 6, 2021 | $1.3M | 19 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Apr 6, 2021 | $165,000 | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Mar 31, 2021 | $1.3M | 19 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Jan 19, 2021 | $1.3M | 19 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Jun 18, 2020 | $1.3M | 19 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Jun 17, 2020 | $1.3M | 19 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Apr 2, 2020 | $1.3M | 19 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Mar 31, 2020 | $1.3M | 19 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Aug 19, 2019 | $1.7M | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Jun 13, 2019 | $1.7M | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Apr 25, 2019 | $1.7M | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Apr 23, 2019 | $1.7M | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Apr 23, 2019 | $1.7M | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Mar 25, 2019 | $1.7M | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |
| Dec 17, 2018 | $1.7M | 13 | $100,000 | 0.0% | yes | X• P•••••• C••••• F••• |