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.

Adviser

RCMCRD 109640

Fund type

STOCK FUNDS

Latest reported GAV

$153Mgross asset value on Schedule D 7.B(1), as of 2013-01-17; never fund size

Peak reported GAV

$247M

Beneficial owners

21

Minimum investment

$1.0M

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Delaware, United States

First reported

Mar 29, 2012

Last reported

Jan 17, 2013fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

6

Fund id

805-1555466261

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a0a98a9-146e-5c2a-13fb-4952c3ce531b

First observed

Mar 29, 2012

Last observed

Jan 17, 2013 166 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.