DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by AMHERST ADVISORY & 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 | $20.3M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| PERSHING LLC | PERSHING LLC | JERSEY CITY | New Jersey | United States | no | 8-17574 |
| 25 |
| $10.0M |
| 1900.0% |
| yes |
| R••• S•••••••• R••••••• I• L• |
| Mar 31, 2023 | $20.5M | 25 | $10.0M | 1600.0% | yes | R••• S•••••••• R••••••• I• L• |
| Apr 29, 2022 | $45.9M | 23 | $10.0M | 1500.0% | yes | R••• S•••••••• R••••••• I• L• |
| Apr 29, 2022 | $45.9M | 23 | $10.0M | 1500.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 31, 2022 | $45.9M | 23 | $10.0M | 1500.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 31, 2021 | $45.9M | 23 | $10.0M | 1500.0% | yes | R••• S•••••••• R••••••• I• L• |
| Jun 20, 2020 | $139M | 23 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 30, 2020 | $139M | 23 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 29, 2019 | $45.0M | 23 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| May 3, 2018 | $245M | 22 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 29, 2018 | $245M | 22 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 28, 2017 | $203M | 23 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Oct 21, 2016 | $262M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Oct 20, 2016 | $262M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 30, 2016 | $262M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 30, 2015 | $232M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Aug 12, 2014 | $357M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 31, 2014 | $357M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Jul 23, 2013 | $429M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Apr 16, 2013 | $372M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 25, 2013 | $372M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Aug 28, 2012 | $306M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |
| Mar 29, 2012 | $306M | 36 | $10.0M | 200.0% | yes | R••• S•••••••• R••••••• I• L• |