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advised by BBR 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 |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| $37.4M |
| 63 |
| $250,000 |
| 800.0% |
| yes |
| B•• R••• A••••• F•••• L• |
| Mar 31, 2023 | $37.8M | 65 | $250,000 | 1100.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 30, 2023 | $37.8M | 65 | $250,000 | 1100.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 31, 2022 | $39.8M | 57 | $250,000 | 900.0% | yes | B•• R••• A••••• F•••• L• |
| Jun 15, 2021 | $41.3M | 60 | $250,000 | 1100.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 31, 2021 | $41.3M | 60 | $250,000 | 1100.0% | yes | B•• R••• A••••• F•••• L• |
| Jan 28, 2021 | $46.3M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Jun 30, 2020 | $46.3M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Jun 29, 2020 | $46.3M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 31, 2020 | $46.3M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Jul 11, 2019 | $51.1M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Apr 22, 2019 | $51.1M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 29, 2019 | $51.1M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Oct 18, 2018 | $58.5M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| May 30, 2018 | $58.5M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 30, 2018 | $58.5M | 65 | $250,000 | 1400.0% | yes | B•• R••• A••••• F•••• L• |
| Sep 22, 2017 | $56.6M | 65 | $250,000 | 600.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 31, 2017 | $56.6M | 65 | $250,000 | 600.0% | yes | B•• R••• A••••• F•••• L• |
| Dec 16, 2016 | $55.4M | 61 | $250,000 | 600.0% | yes | B•• R••• A••••• F•••• L• |
| Jul 5, 2016 | $55.4M | 61 | $250,000 | 600.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 30, 2016 | $55.4M | 61 | $250,000 | 600.0% | yes | B•• R••• A••••• F•••• L• |
| Feb 2, 2016 | $33.8M | 60 | $250,000 | 300.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 31, 2015 | $33.8M | 60 | $250,000 | 300.0% | yes | B•• R••• A••••• F•••• L• |
| Jul 2, 2014 | $24.6M | 64 | $250,000 | 300.0% | yes | B•• R••• A••••• F•••• L• |
| Jul 2, 2014 | $24.6M | 64 | $250,000 | 300.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 31, 2014 | $24.6M | 64 | $250,000 | 300.0% | yes | B•• R••• A••••• F•••• L• |
| May 28, 2013 | $47.5M | 64 | $250,000 | 100.0% | yes | B•• R••• A••••• F•••• L• |
| Apr 1, 2013 | $47.5M | 64 | $250,000 | 100.0% | yes | B•• R••• A••••• F•••• L• |
| Feb 20, 2013 | $47.5M | 64 | $250,000 | 100.0% | yes | B•• R••• A••••• F•••• L• |
| Oct 25, 2012 | $3.0M | 52 | $250,000 | 100.0% | yes | B•• R••• A••••• F•••• L• |
| Apr 17, 2012 | $3.0M | 52 | $250,000 | 100.0% | yes | B•• R••• A••••• F•••• L• |
| Mar 30, 2012 | $3.0M | 52 | $250,000 | 100.0% | yes | B•• R••• A••••• F•••• L• |