DFX Intelligence
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California, 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 |
|---|---|---|---|---|---|---|
| Mar 26, 2020 | $358,649 | 45 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | SAN FRANCISCO | California | United States | no | 8-7221 |
| U•• F•••••••• S••••••• I••• | U•• F•••••••• S••••••• I••• | SANTA BARBARA | California | United States | no | 8-16267 |
| 300.0% |
| yes |
| A•••• A•••• I• L••• |
| Mar 26, 2019 | $5.8M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Mar 28, 2018 | $3.5M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Mar 26, 2017 | $9.4M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Mar 18, 2016 | $9.4M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Mar 24, 2015 | $8.3M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Mar 28, 2014 | $16.0M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Mar 26, 2013 | $20.5M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Oct 19, 2012 | $25.0M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |
| Mar 29, 2012 | $25.0M | 45 | $100,000 | 300.0% | yes | A•••• A•••• I• L••• |