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 BMO FAMILY OFFICE, LLC
Georgia, 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 |
|---|---|---|---|---|---|---|
| N••••••• T•••• B••• | N••••••• T•••• B••• | Chicago | Illinois | United States | no | n/a |
| Nov 18, 2024 | $60.6M | 50 | $1 | 0.0% | no | F•• L•••• C•• L•• |
| Oct 7, 2024 | $60.6M | 50 | $1 | 0.0% | no | F•• L•••• C•• L•• |
| Jan 29, 2024 | $60.6M | 50 | $1 | 0.0% | no | F•• L•••• C•• L•• |
| Oct 18, 2023 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Sep 5, 2023 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Aug 14, 2023 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| May 30, 2023 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| May 30, 2023 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Jan 25, 2023 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Oct 27, 2022 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Jul 26, 2022 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Jun 27, 2022 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Apr 27, 2022 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Feb 22, 2022 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Jan 25, 2022 | $0 | 48 | $1 | 0.0% | no | C•• 3• |
| Jan 28, 2021 | $0 | 44 | $1 | 0.0% | no | C•• 3• |
| Nov 11, 2020 | $0 | 37 | $1 | 0.0% | no | C•• 3• |
| Nov 11, 2020 | $0 | 37 | $1 | 0.0% | no | C•• 3• |
| Jul 24, 2020 | $0 | 37 | $1 | 0.0% | no | C•• 3• |
| Jul 23, 2020 | $0 | 37 | $1 | 0.0% | no | C•• 3• |
| Jun 24, 2020 | $0 | 37 | $1 | 0.0% | no | C•• 3• |
| Jun 1, 2020 | $0 | 37 | $1 | 0.0% | no | C•• 3• |
| Jan 24, 2020 | $0 | 37 | $1 | 0.0% | no | C•• 3• |
| Aug 29, 2019 | $0 | 34 | $1 | 0.0% | no | C•• 3• |
| Jan 18, 2019 | $0 | 34 | $1 | 0.0% | no | C•• 3• |
| Jan 18, 2019 | $0 | 34 | $1 | 0.0% | no | C•• 3• |
| Jun 7, 2018 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Apr 16, 2018 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Apr 12, 2018 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Apr 11, 2018 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Jan 29, 2018 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| May 16, 2017 | $0 | 22 | $1 | 0.0% | no | C•• 3• |
| Apr 11, 2017 | $0 | 22 | $1 | 0.0% | no | C•• 3• |
| Jan 17, 2017 | $0 | 22 | $1 | 0.0% | no | C•• 3• |
| Jan 5, 2017 | $0 | 22 | $1 | 0.0% | no | C•• 3• |
| Dec 19, 2016 | $0 | 22 | $1 | 0.0% | no | C•• 3• |
| Aug 8, 2016 | $0 | 36 | $1 | 0.0% | no | C•• 3• |
| Feb 29, 2016 | $0 | 36 | $1 | 0.0% | no | C•• 3• |
| Jan 28, 2016 | $0 | 36 | $1 | 0.0% | no | C•• 3• |
| Oct 13, 2015 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Oct 13, 2015 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Sep 3, 2015 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| May 21, 2015 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Jan 7, 2015 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Dec 23, 2014 | $0 | 31 | $1 | 0.0% | no | C•• 3• |
| Dec 18, 2014 | $0 | 31 | $1 | 0.0% | no | C•• 3• |