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advised by HARRIS PRESTON & PARTNERS, LLC
Delaware, 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 14, 2023 | $37,000 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| THE KINGDOM TRUST COMPANY | THE KINGDOM TRUST COMPANY | Murray | Kentucky | United States | no | n/a |
| $50,000 |
| 3100.0% |
| no |
| 2•• C•• |
| Mar 31, 2022 | $37,000 | 12 | $50,000 | 3100.0% | no | 2•• C•• |
| Apr 30, 2021 | $346,690 | 12 | $50,000 | 3100.0% | no | 2•• C•• |
| Mar 31, 2021 | $346,690 | 12 | $50,000 | 3100.0% | no | 2•• C•• |
| Mar 30, 2020 | $799,626 | 12 | $50,000 | 3100.0% | no | 2•• C•• |
| Mar 29, 2019 | $3.0M | 12 | $50,000 | 3100.0% | no | 2•• C•• |
| Mar 31, 2018 | $2.2M | 12 | $50,000 | 3100.0% | no | 2•• C•• |
| Mar 31, 2017 | $2.2M | 11 | $50,000 | 3100.0% | no | 2•• C•• |
| Apr 13, 2016 | $2.2M | 11 | $50,000 | 2800.0% | no | 2•• C•• |
| Mar 30, 2016 | $2.2M | 11 | $50,000 | 2800.0% | no | 2•• C•• |
| Apr 2, 2015 | $1.3M | 11 | $50,000 | 2800.0% | no | 2•• C•• |
| Apr 16, 2014 | $1.3M | 11 | $50,000 | 2800.0% | no | 2•• C•• |
| Apr 16, 2014 | $1.3M | 11 | $50,000 | 2800.0% | no | 2•• C•• |
| Apr 2, 2014 | $1.3M | 11 | $50,000 | 2800.0% | no | 2•• C•• |
| May 9, 2013 | $1.3M | 2 | $50,000 | 3000.0% | no | 2•• C•• |
| May 9, 2013 | $1.3M | 2 | $50,000 | 3000.0% | no | 2•• C•• |
| Apr 2, 2013 | $1.3M | 2 | $50,000 | 3000.0% | no | 2•• C•• |
| Apr 1, 2013 | $1.3M | 2 | $50,000 | 3000.0% | no | 2•• C•• |