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H•••••••• C••••••• L•• V••••••••• E••••• F•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(1)

H•••••••• C••••••• L•• V••••••••• E••••• F•••

advised by H•••••••• INVESTMENT MANAGEMENT INC.

Canada

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Search this name across graphsid dfx:ria:8d3fd7ec-2d17-c978-48f1-f8e01e30ab2d

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2022 to Mar 27, 2024
3 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: H•••••••• INVESTMENT MANAGEMENT INC.CRD 137883
Fund type: THE FUND IS NOT ONE OF THE SPECIFIED TYPES. IT DOES NOT EARN PERFORMANCE FEES NOR BORROW.
Latest reported GAV: $9.2Mgross asset value on Schedule D 7.B(1), as of 2024-03-27; never fund size
Peak reported GAV: $9.9M
Beneficial owners: 1
Minimum investment: $50,000
Owned by the adviser: 600%
Owned by funds of funds: 0%
Owned by non-US persons

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 27, 2024	$9.2M	1

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
Same	BMO NESBITT BURNS INC.	Toronto	n/a	Canada	no	n/a

Relationships

Advises (1)

← H•••••••• INVESTMENT MANAGEMENT INC.Registered adviserOther Private Fund, IA
Mar 29, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d3fd7ec-2d17-c978-48f1-f8e01e30ab2d
First observed: Mar 29, 2022
Last observed: Mar 27, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.