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advised by WACKER WEALTH PARTNERS, 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 |
|---|---|---|---|---|---|---|
| Mar 29, 2024 | $8.7M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 6, 2023 | $8.7M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 23, 2022 | $10.0M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Aug 30, 2021 | $15.5M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Aug 5, 2021 | $15.5M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 30, 2021 | $15.5M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Dec 8, 2020 | $15.5M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Jun 24, 2020 | $15.5M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 23, 2020 | $15.5M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Nov 19, 2019 | $15.2M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 28, 2019 | $15.2M | 62 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Oct 23, 2018 | $17.8M | 61 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 29, 2018 | $17.8M | 61 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Sep 18, 2017 | $16.7M | 61 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 19, 2017 | $16.7M | 61 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Mar 24, 2016 | $10.3M | 60 | $100,000 | 200.0% | yes | REW ALT-BALANCED, LP |
| Nov 2, 2015 | $0 | 0 | $100,000 | 0.0% | yes | REW ALT-BALANCED, LP |
| Jul 1, 2015 | $0 | 0 | $100,000 | 0.0% | yes | REW ALT-BALANCED, LP |
| Jun 26, 2015 | $0 | 0 | $100,000 | 0.0% | yes | REW ALT-BALANCED, LP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |