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.
Jersey
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 |
|---|---|---|---|---|---|---|
| Apr 2, 2019 | $451,993 |
| $6.3M |
| 0.0% |
| yes |
| T••••• F••• •• 4• L••• |
| Nov 12, 2018 | $451,993 | 16 | $6.3M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Nov 12, 2018 | $451,993 | 16 | $6.3M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Sep 12, 2018 | $451,993 | 16 | $6.3M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Sep 12, 2018 | $451,993 | 16 | $6.3M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 28, 2018 | $451,993 | 16 | $6.3M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 28, 2018 | $451,993 | 16 | $6.3M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Apr 17, 2018 | $511,819 | 16 | $6.4M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Oct 4, 2017 | $511,819 | 16 | $6.4M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jul 11, 2017 | $511,819 | 16 | $6.4M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 29, 2017 | $511,819 | 16 | $6.4M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 29, 2017 | $511,819 | 16 | $6.4M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Aug 16, 2016 | $625,923 | 16 | $5.7M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 30, 2016 | $625,923 | 16 | $5.7M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 30, 2015 | $410,600 | 16 | $5.5M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 30, 2014 | $4.0M | 14 | $6.8M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Jun 28, 2013 | $10.2M | 15 | $6.6M | 0.0% | yes | T••••• F••• •• 4• L••• |
| Mar 27, 2012 | $25.5M | 14 | $6.7M | 0.0% | yes | T••••• F••• •• 4• L••• |