DFX Intelligence
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California, 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 22, 2022 | $15.8M | 62 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | SAN FRANCISCO | California | United States | no | 8-7221 |
| U•• F•••••••• S••••••• I••• | U•• F•••••••• S••••••• I••• | SANTA BARBARA | California | United States | no | 8-16267 |
| $5.0M |
| 0.0% |
| yes |
| A•••• V••••••• 2•••• L••• |
| Mar 29, 2021 | $15.8M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 26, 2020 | $15.5M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 26, 2019 | $20.2M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 28, 2018 | $21.3M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 26, 2017 | $29.8M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 18, 2016 | $68.2M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 24, 2015 | $75.1M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 28, 2014 | $97.1M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 26, 2013 | $115M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Oct 19, 2012 | $199M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |
| Mar 29, 2012 | $199M | 62 | $5.0M | 0.0% | yes | A•••• V••••••• 2•••• L••• |