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advised by DARROW WEALTH MANAGEMENT
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 25, 2019 | $46.9M | 33 | $25,000 | 200.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Oct 16, 2018 | $54.5M | 48 | $25,000 | 200.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Mar 19, 2018 | $54.5M | 48 | $25,000 | 200.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Mar 17, 2017 | $49.8M | 52 | $25,000 | 200.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Dec 2, 2016 | $50.5M | 55 | $25,000 | 200.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Nov 10, 2016 | $50.5M | 55 | $25,000 | 200.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Mar 29, 2016 | $50.5M | 55 | $25,000 | 200.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Oct 1, 2015 | $55.5M | 55 | $25,000 | 100.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Mar 11, 2015 | $55.5M | 55 | $25,000 | 100.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| May 16, 2014 | $55.8M | 56 | $500,000 | 100.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Mar 11, 2014 | $55.8M | 56 | $500,000 | 100.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Mar 27, 2013 | $48.6M | 59 | $500,000 | 100.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Mar 28, 2012 | $45.1M | 59 | $500,000 | 100.0% | yes | DWM STRATEGIC EQUITY INCOME FUND, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| TD AMERITRADE, INC. | TD AMERITRADE, INC. | Omaha | Nebraska | United States | no | 8-23395 |