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advised by BMO FAMILY OFFICE, LLC
California, 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 |
|---|---|---|---|---|---|---|
| May 16, 2017 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Apr 11, 2017 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jan 17, 2017 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jan 5, 2017 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Dec 19, 2016 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Aug 8, 2016 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Feb 29, 2016 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jan 28, 2016 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Oct 13, 2015 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Oct 13, 2015 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Sep 3, 2015 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| May 21, 2015 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jan 7, 2015 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Dec 23, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Dec 18, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Oct 1, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jul 31, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jul 15, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jun 9, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jun 6, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| May 14, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Feb 25, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jan 24, 2014 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Dec 26, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Dec 6, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Sep 9, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jul 31, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jun 14, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| May 17, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Apr 1, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Feb 5, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jan 31, 2013 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Dec 21, 2012 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Jul 24, 2012 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| May 2, 2012 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Mar 30, 2012 | $0 | 4 | $1 | 0.0% | no | CFO 18 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON | BANK OF NEW YORK MELLON | NEW YORK | New York | United States | no | n/a |
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |