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advised by L••••• G•••••• WEALTH MANAGEMENT, 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 |
|---|---|---|---|---|---|---|
| Oct 16, 2015 | $24.2M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | NATIONAL FINANCIAL SERVICES LLC | NEW YORK | New York | United States | no | 8-26740 |
| $500,000 |
| 100.0% |
| yes |
| L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Aug 21, 2015 | $24.2M | 74 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Mar 13, 2015 | $24.2M | 74 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Oct 10, 2014 | $33.5M | 73 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Jul 15, 2014 | $33.5M | 73 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Mar 10, 2014 | $33.5M | 73 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Apr 24, 2013 | $37.0M | 73 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Mar 21, 2013 | $37.0M | 73 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Dec 5, 2012 | $39.1M | 72 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Jul 11, 2012 | $39.1M | 72 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |
| Mar 27, 2012 | $39.1M | 72 | $500,000 | 100.0% | yes | L••••• G•••••• M••••••••• B••••••• F•••• L••• |