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advised by CYPRESS POINT WEALTH 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 |
|---|---|---|---|---|---|---|
| Mar 29, 2024 | $7.1M |
| 8 |
| $20,000 |
| 900.0% |
| yes |
| E••••••••• H••••• L• |
| Oct 31, 2023 | $16.1M | 9 | $20,000 | 900.0% | yes | E••••••••• H••••• L• |
| Aug 24, 2023 | $16.1M | 9 | $20,000 | 900.0% | yes | E••••••••• H••••• L• |
| May 30, 2023 | $16.1M | 9 | $20,000 | 900.0% | yes | E••••••••• H••••• L• |
| Mar 31, 2023 | $16.1M | 9 | $20,000 | 900.0% | yes | E••••••••• H••••• L• |
| Feb 7, 2023 | $21.6M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Jan 13, 2023 | $21.6M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Sep 2, 2022 | $21.6M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Aug 15, 2022 | $21.6M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| May 26, 2022 | $21.6M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Apr 6, 2022 | $21.6M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Mar 31, 2022 | $21.6M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Jan 24, 2022 | $36.7M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Mar 25, 2021 | $36.7M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Oct 20, 2020 | $36.8M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Jun 18, 2020 | $36.8M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |
| Mar 24, 2020 | $36.8M | 8 | $20,000 | 900.0% | yes | E••••••••• L• |