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advised by MASON WELLS, INC.
Wisconsin, 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 25, 2024 | $62.7M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BMO HARRIS BANK | BMO HARRIS BANK, N.A. | Milwaukee | Wisconsin | United States | no | n/a |
| $100,000 |
| 5100.0% |
| yes |
| M• B••••• E•••••••• F••• I•• L•• |
| Mar 23, 2023 | $53.5M | 69 | $100,000 | 5100.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Mar 25, 2022 | $52.0M | 69 | $100,000 | 5100.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Mar 23, 2021 | $43.6M | 69 | $100,000 | 5100.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Aug 25, 2020 | $29.0M | 69 | $100,000 | 5100.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Apr 29, 2020 | $29.0M | 69 | $100,000 | 5100.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Mar 24, 2020 | $29.0M | 69 | $100,000 | 5100.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Mar 25, 2019 | $24.5M | 69 | $100,000 | 5100.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Mar 27, 2018 | $25.2M | 69 | $100,000 | 10000.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Mar 29, 2017 | $25.4M | 69 | $100,000 | 10000.0% | yes | M• B••••• E•••••••• F••• I•• L•• |
| Mar 21, 2016 | $8.8M | 6 | $100,000 | 10000.0% | yes | M• B••••• E•••••••• F••• I•• L•• |