DFX Intelligence
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advised by MCM ADVISERS, LP
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 25, 2019 | $1.3M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | CHARLES SCHWAB & CO. | Phoenix | Arizona | United States | no | n/a |
| SUMMIT BANK | SUMMIT BANK | SAN FRANCISCO | California | United States | no | n/a |
| US BANK INSTITUTIONAL TRUST & CUSTODY | US BANK NATIONAL ASSOCIATION | SAN FRANCISCO |
| $40,000 |
| 100.0% |
| yes |
| M•• R••• F••• 1• L•• |
| Dec 6, 2018 | $1.3M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Jun 20, 2018 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Mar 16, 2018 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Dec 22, 2017 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Mar 23, 2017 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Jan 9, 2017 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Mar 30, 2016 | $1.5M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Dec 22, 2015 | $1.5M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Mar 18, 2015 | $1.7M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Dec 3, 2014 | $1.7M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Mar 18, 2014 | $1.7M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Jun 27, 2013 | $1.5M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Apr 30, 2013 | $1.5M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Apr 16, 2013 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Mar 19, 2013 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Nov 29, 2012 | $1.4M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| Mar 30, 2012 | $2.0M | 9 | $40,000 | 100.0% | yes | M•• R••• F••• 1• L•• |
| United States |
| no |
| n/a |
| WESTERN INTERNATIONAL SECURITIES, INC. | WESTERN INTERNATIONAL SECURITIES, INC. | Pasadena | California | United States | no | n/a |