DFX Intelligence
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Reading the graph
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advised by LOUNTZIS ASSET MANAGEMENT, 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.
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 |
|---|---|---|---|---|---|---|
| Nov 25, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| C•••••• S••••• • C••• I••• | C•••••• S••••• • C••• I••• | SAN FRANCISCO | California | United States | no | 8-16514 |
| 5 |
| $1.0M |
| 3600.0% |
| yes |
| A••••••• C•••••• P•••••••• L• |
| Jun 24, 2024 | $9.7M | 5 | $1.0M | 3600.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 26, 2024 | $9.7M | 5 | $1.0M | 3600.0% | yes | A••••••• C•••••• P•••••••• L• |
| Oct 18, 2023 | $7.6M | 5 | $1.0M | 3500.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 17, 2023 | $7.6M | 5 | $1.0M | 3500.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 25, 2022 | $8.0M | 5 | $1.0M | 3500.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 10, 2021 | $6.4M | 5 | $1.0M | 3400.0% | yes | A••••••• C•••••• P•••••••• L• |
| May 11, 2020 | $6.2M | 4 | $1.0M | 3300.0% | yes | A••••••• C•••••• P•••••••• L• |
| May 8, 2020 | $6.2M | 4 | $1.0M | 3300.0% | yes | A••••••• C•••••• P•••••••• L• |
| Feb 10, 2020 | $6.2M | 4 | $1.0M | 3300.0% | yes | A••••••• C•••••• P•••••••• L• |
| Feb 22, 2019 | $5.2M | 5 | $1.0M | 3300.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 15, 2018 | $5.5M | 5 | $1.0M | 3300.0% | yes | A••••••• C•••••• P•••••••• L• |
| Apr 14, 2017 | $4.9M | 4 | $1.0M | 3200.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 21, 2017 | $4.9M | 4 | $1.0M | 3200.0% | yes | A••••••• C•••••• P•••••••• L• |
| Dec 23, 2016 | $3.4M | 4 | $1.0M | 3000.0% | yes | A••••••• C•••••• P•••••••• L• |
| Oct 11, 2016 | $3.4M | 4 | $1.0M | 3000.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 21, 2016 | $3.4M | 4 | $1.0M | 3000.0% | yes | A••••••• C•••••• P•••••••• L• |
| Jan 12, 2015 | $3.4M | 4 | $1.0M | 3000.0% | yes | A••••••• C•••••• P•••••••• L• |
| Dec 3, 2014 | $3.4M | 4 | $1.0M | 3000.0% | yes | A••••••• C•••••• P•••••••• L• |
| Jun 14, 2012 | $4.4M | 7 | $1.0M | 1900.0% | yes | A••••••• C•••••• P•••••••• L• |
| Jun 7, 2012 | $4.4M | 7 | $1.0M | 1900.0% | yes | A••••••• C•••••• P•••••••• L• |
| Jun 1, 2012 | $4.4M | 7 | $1.0M | 1900.0% | yes | A••••••• C•••••• P•••••••• L• |
| May 2, 2012 | $4.4M | 7 | $1.0M | 1900.0% | yes | A••••••• C•••••• P•••••••• L• |
| Mar 14, 2012 | $4.4M | 7 | $1.0M | 1900.0% | yes | A••••••• C•••••• P•••••••• L• |