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advised by CLEARLAKE ADVISORS, L.L.C.
Iowa, 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 30, 2023 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Mar 31, 2022 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Mar 31, 2021 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Jun 29, 2020 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Apr 13, 2020 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Mar 29, 2019 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Mar 30, 2018 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Mar 31, 2017 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Jan 18, 2017 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Mar 30, 2016 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS, L.L.C. |
| Mar 30, 2015 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS L.L.C. |
| Mar 31, 2014 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS L.L.C. |
| Apr 1, 2013 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS L.L.C. |
| Apr 2, 2012 | $0 | 2 | $0 | 0.0% | no | ZIMMERMAN FAMILY FOUNDATIONS L.L.C. |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | JPMORGAN CHASE BANK, N.A. | SAN FRANCISCO | California | United States | no | n/a |
| Merrill | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | SAN FRANCISCO | California | United States | no | n/a |
| MORGAN STANLEY BANK, N.A. | MORGAN STANLEY BANK, N.A. | WALNUT CREEK | California | United States | no | n/a |
| TD AMERITRADE, INC. | TD AMERITRADE, INC. | Omaha | Nebraska | United States | no | 8-23395 |