DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by S•••• W••••• • C•
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 |
|---|---|---|---|---|---|---|
| Mar 29, 2017 | $2.0M | 5 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| L•••••• B••• | L•••••• B••• | Middletown | Connecticut | United States | no | n/a |
| $5.0M |
| 100.0% |
| yes |
| L••••••••• T•••• O• S• P••••• F•••• L••• |
| Mar 30, 2016 | $2.0M | 5 | $5.0M | 100.0% | yes | L••••••••• T•••• O• S• P••••• F•••• L••• |
| Feb 23, 2016 | $2.0M | 5 | $5.0M | 100.0% | yes | L••••••••• T•••• O• S• P••••• F•••• L••• |
| Jul 16, 2015 | $2.0M | 5 | $5.0M | 100.0% | yes | L••••••••• T•••• O• S• P••••• F•••• L••• |
| Mar 30, 2015 | $2.0M | 5 | $5.0M | 100.0% | yes | S• P••••• F•••• L••• |
| Mar 31, 2014 | $2.0M | 5 | $5.0M | 100.0% | no | S• P••••• F•••• L••• |
| Nov 26, 2013 | $1.9M | 5 | $5.0M | 100.0% | no | S• P••••• F•••• L••• |
| Mar 28, 2013 | $1.9M | 5 | $5.0M | 100.0% | no | S• P••••• F•••• L••• |
| Jul 18, 2012 | $7.0M | 5 | $5.0M | 100.0% | no | S• P••••• F•••• L••• |
| Mar 30, 2012 | $7.0M | 5 | $5.0M | 100.0% | no | S• P••••• F•••• L••• |