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advised by WILLIS INVESTMENT COUNSEL INC
Georgia, 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 |
|---|---|---|---|---|---|---|
| Oct 23, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| PERSHING LLC | PERSHING LLC | NEW JERSEY | New York | United States | no | 8-17574 |
| $34.9M |
| 48 |
| $100,000 |
| 900.0% |
| yes |
| W•• S•••• C•• V•••• F•••• L••• |
| Apr 10, 2024 | $34.9M | 48 | $100,000 | 900.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 20, 2024 | $34.9M | 48 | $100,000 | 900.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Sep 12, 2023 | $29.5M | 55 | $100,000 | 800.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Apr 26, 2023 | $29.5M | 55 | $100,000 | 800.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 24, 2023 | $29.5M | 55 | $100,000 | 800.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 30, 2022 | $31.4M | 54 | $100,000 | 900.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Apr 28, 2021 | $25.1M | 40 | $100,000 | 800.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 30, 2021 | $25.1M | 40 | $100,000 | 800.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Oct 22, 2020 | $25.2M | 40 | $100,000 | 2600.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Oct 22, 2020 | $25.2M | 40 | $100,000 | 2600.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Jun 30, 2020 | $25.2M | 40 | $100,000 | 2600.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 27, 2020 | $25.2M | 40 | $100,000 | 2600.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Apr 26, 2019 | $22.6M | 43 | $100,000 | 2500.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 28, 2019 | $22.6M | 43 | $100,000 | 2500.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Apr 26, 2018 | $23.4M | 39 | $100,000 | 2500.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 29, 2018 | $23.4M | 39 | $100,000 | 2500.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Apr 25, 2017 | $21.2M | 46 | $100,000 | 2200.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 31, 2017 | $21.2M | 46 | $100,000 | 2200.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Mar 30, 2016 | $18.7M | 45 | $100,000 | 2000.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Dec 23, 2015 | $29.1M | 55 | $100,000 | 1300.0% | yes | W•• S•••• C•• V•••• F•••• L••• |
| Jun 2, 2015 | $29.1M | 55 | $100,000 | 1300.0% | yes | G•••• S••••• F•••• L••• |
| Mar 27, 2015 | $29.1M | 55 | $100,000 | 1300.0% | yes | G•••• S••••• F•••• L••• |
| Aug 8, 2014 | $29.3M | 55 | $100,000 | 1500.0% | yes | G•••• S••••• F•••• L••• |
| Mar 21, 2014 | $28.3M | 53 | $100,000 | 1500.0% | yes | G•••• S••••• F•••• L••• |
| Sep 18, 2013 | $17.1M | 58 | $100,000 | 1900.0% | yes | G•••• S••••• F•••• L••• |
| Mar 28, 2013 | $17.1M | 58 | $100,000 | 1900.0% | yes | G•••• S••••• F•••• L••• |
| Oct 11, 2012 | $15.3M | 52 | $100,000 | 0.0% | yes | G•••• S••••• F•••• L••• |
| Mar 30, 2012 | $17.5M | 57 | $100,000 | 0.0% | yes | G•••• S••••• F•••• L••• |