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advised by ASSET MANAGEMENT GROUP INVESTMENT CORP.
Colorado, 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 |
|---|---|---|---|---|---|---|
| Dec 22, 2017 | $2.3M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Dec 16, 2016 | $2.8M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Sep 19, 2016 | $5.1M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Dec 23, 2015 | $5.1M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| May 18, 2015 | $4.9M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Apr 22, 2015 | $4.9M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Dec 23, 2014 | $4.9M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Dec 23, 2013 | $9.1M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Jul 22, 2013 | $6.6M | 9 | $0 | 100.0% | no | CARROL LEGACY PARTNERS, LLLP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| AMG NATIONAL TRUST BANK | AMG NATIONAL TRUST BANK | GREENWOOD VILLAGE | Colorado | United States | yes | n/a |