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North Carolina, 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 |
|---|---|---|---|---|---|---|
| Feb 12, 2024 | $9.3M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| PACIFIC WESTERN BANK | PACIFIC WESTERN BANK | Durham | North Carolina | United States | no | n/a |
| $50,000 |
| 900.0% |
| no |
| C••••••••• C•••••• F••• I• L• |
| Mar 28, 2023 | $10.6M | 66 | $50,000 | 900.0% | no | C••••••••• C•••••• F••• I• L• |
| Jul 19, 2022 | $12.2M | 66 | $50,000 | 900.0% | no | C••••••••• C•••••• F••• I• L• |
| Jun 27, 2022 | $12.2M | 66 | $50,000 | 900.0% | no | C••••••••• C•••••• F••• I• L• |
| Feb 17, 2022 | $12.2M | 66 | $50,000 | 900.0% | no | C••••••••• C•••••• F••• I• L• |
| Mar 29, 2021 | $12.3M | 65 | $50,000 | 900.0% | no | C••••••••• C•••••• F••• I• L• |
| Feb 11, 2021 | $13.9M | 66 | $50,000 | 900.0% | no | C••••••••• C•••••• F••• I• L• |
| Mar 5, 2020 | $13.9M | 66 | $50,000 | 900.0% | no | C••••••••• C•••••• F••• I• L• |
| Mar 29, 2019 | $12.1M | 64 | $50,000 | 800.0% | no | C••••••••• C•••••• F••• I• L• |
| Mar 8, 2019 | $11.1M | 65 | $50,000 | 800.0% | no | C••••••••• C•••••• F••• I• L• |
| May 22, 2018 | $11.1M | 65 | $50,000 | 800.0% | no | C••••••••• C•••••• F••• I• L• |
| May 9, 2018 | $11.1M | 65 | $50,000 | 800.0% | no | C••••••••• C•••••• F••• I• L• |