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advised by VENTURI PRIVATE WEALTH
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 |
|---|---|---|---|---|---|---|
| Jul 22, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| INDEPENDENT BANK | INDEPENDENT BANK | Austin | Texas | United States | no | n/a |
| $4.3M |
| 23 |
| $250,000 |
| 400.0% |
| yes |
| V•• A••• L••• |
| Apr 16, 2024 | $4.3M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Mar 27, 2024 | $7.3M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Oct 2, 2023 | $7.8M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Mar 29, 2023 | $7.8M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Sep 12, 2022 | $8.4M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Apr 27, 2022 | $8.4M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Apr 6, 2022 | $8.4M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Mar 28, 2022 | $8.4M | 23 | $250,000 | 400.0% | yes | V•• A••• L••• |
| Dec 3, 2021 | $11.6M | 25 | $250,000 | 300.0% | yes | V•• A••• L••• |
| Dec 3, 2021 | $11.6M | 25 | $250,000 | 300.0% | yes | V•• A••• L••• |
| Sep 23, 2021 | $11.6M | 25 | $250,000 | 300.0% | yes | V•• A••• L••• |
| Mar 23, 2021 | $12.1M | 25 | $250,000 | 300.0% | yes | V•• A••• L••• |
| Aug 17, 2020 | $11.8M | 23 | $250,000 | 300.0% | no | V•• A••• L••• |
| Aug 14, 2020 | $11.8M | 23 | $250,000 | 300.0% | no | V•• A••• L••• |
| Jun 26, 2020 | $11.1M | 23 | $250,000 | 400.0% | no | V•• A••• L••• |
| Apr 6, 2020 | $11.1M | 23 | $250,000 | 400.0% | no | V•• A••• L••• |
| Apr 6, 2020 | $11.1M | 23 | $250,000 | 400.0% | no | V•• A••• L••• |
| Mar 26, 2020 | $11.1M | 23 | $250,000 | 400.0% | no | V•• A••• L••• |
| Jul 30, 2019 | $11.9M | 22 | $100,000 | 400.0% | yes | V•• A••• L••• |
| Jul 18, 2019 | $11.9M | 22 | $100,000 | 400.0% | yes | V•• A••• L••• |
| Mar 8, 2019 | $8.1M | 22 | $100,000 | 400.0% | yes | V•• A••• L••• |
| Feb 28, 2019 | $8.1M | 22 | $100,000 | 400.0% | yes | V•• A••• L••• |
| Feb 26, 2019 | $8.1M | 22 | $100,000 | 400.0% | yes | V•• A••• L••• |
| Oct 29, 2018 | $7.0M | 15 | $100,000 | 100.0% | yes | V•• A••• L••• |
| Sep 21, 2018 | $7.0M | 15 | $100,000 | 100.0% | yes | V•• A••• L••• |
| Jun 11, 2018 | $4.2M | 15 | $100,000 | 100.0% | yes | V•• A••• L••• |