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 PEAK CAPITAL 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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jan 3, 2022 | $1.3M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| U• B••• T•• L••• S••••••• G•••• | U• B••• T•• L••• S••••••• G•••• | Philadelphia | Pennsylvania | United States | no | n/a |
| 1 |
| $250,000 |
| 10000.0% |
| yes |
| P•• T•• L••• F•••• L• |
| Nov 1, 2021 | $1.3M | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Sep 22, 2021 | $1.3M | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Mar 31, 2021 | $1.3M | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jun 26, 2020 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Mar 30, 2020 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Mar 27, 2019 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Mar 27, 2019 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Oct 23, 2018 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Sep 19, 2018 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Mar 23, 2018 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jul 5, 2017 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jun 14, 2017 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Mar 21, 2017 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Oct 5, 2016 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jul 25, 2016 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jun 30, 2016 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Apr 14, 2016 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Mar 30, 2016 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Feb 20, 2015 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jul 31, 2014 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jul 24, 2014 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |
| Jul 24, 2014 | $0 | 1 | $250,000 | 10000.0% | yes | P•• T•• L••• F•••• L• |