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advised by BMO FAMILY OFFICE, 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.
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 |
|---|---|---|---|---|---|---|
| May 16, 2017 | $0 | 8 | $1 | 0.0% | no | CFO 66 |
| Apr 11, 2017 | $0 | 8 | $1 | 0.0% | no | CFO 66 |
| Jan 17, 2017 | $0 | 8 | $1 | 0.0% | no | CFO 66 |
| Jan 5, 2017 | $0 | 8 | $1 | 0.0% | no | CFO 66 |
| Dec 19, 2016 | $0 | 8 | $1 | 0.0% | no | CFO 66 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES INC. | J.P. MORGAN SECURITIES INC. | Newark | Delaware | United States | no | 8-36950 |
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES & ASSOCIATES, INC. | Baltimore | Maryland | United States | no | 8-10999 |
| ROBERT W. BAIRD & CO. INCORPORATED | ROBERT W. BAIRD & CO. INCORPORATED | Milwaukee | Wisconsin | United States | no | 8-497 |