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advised by CHERRY TREE WEALTH 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.
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 |
|---|---|---|---|---|---|---|
| Jun 22, 2017 | $22.5M | 18 |
| 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 |
| UBS FINANCIAL SERVICES INC. | UBS FINANCIAL SERVICES INC. | Weehawken | New Jersey | United States | no | 8-16267 |
| VENTURE BANK | VENTURE BANK | Bloomington | Minnesota |
| 9000.0% |
| yes |
| A••• S•••• F•••• L•• |
| Mar 14, 2017 | $22.5M | 18 | $0 | 9000.0% | yes | A••• S•••• F•••• L•• |
| Mar 17, 2016 | $20.3M | 29 | $0 | 7400.0% | yes | A••• S•••• F•••• L•• |
| Mar 13, 2015 | $23.1M | 34 | $0 | 7400.0% | yes | A••• S•••• F•••• L•• |
| Mar 19, 2014 | $26.0M | 45 | $0 | 7000.0% | yes | A••• S•••• F•••• L•• |
| Nov 26, 2013 | $23.4M | 39 | $0 | 7300.0% | yes | A••• S•••• F•••• L•• |
| Mar 28, 2013 | $23.4M | 39 | $0 | 7300.0% | yes | A••• S•••• F•••• L•• |
| Jan 3, 2013 | $27.2M | 38 | $0 | 6500.0% | yes | A••• S•••• F•••• L•• |
| Jan 20, 2012 | $27.2M | 38 | $0 | 6500.0% | yes | A••• S•••• F•••• L•• |
| no |
| n/a |