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Ohio, 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 27, 2026 | $6.4M | 62 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| K•• B••• | K•• B••• N••••••• A••••••••• | Cleveland | Ohio | United States | no | n/a |
| $50,000 |
| 100.0% |
| n/a |
| D••••••••• H• 2••• I•••••••• ••• L•• |
| Mar 29, 2024 | $6.9M | 62 | $50,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |
| Mar 17, 2023 | $7.1M | 62 | $50,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |
| Mar 16, 2022 | $7.5M | 62 | $50,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |
| Mar 17, 2021 | $8.0M | 62 | $50,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |
| May 13, 2020 | $8.4M | 62 | $50,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |
| Mar 13, 2019 | $9.0M | 62 | $50,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |
| Mar 31, 2018 | $8.9M | 62 | $50,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |
| Mar 30, 2017 | $18.7M | 62 | $25,000 | 100.0% | yes | D••••••••• H• 2••• I•••••••• L•• ••• |