DFX Intelligence
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advised by M••••• I••••••••• M••••••••• L•
Pennsylvania, 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 31, 2026 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B••• O• A••••••• N••• | B••• O• A••••••• N••• | Tampa | Florida | United States | no | n/a |
| C••••••• B••• | C••••••• F•••••••• G•••• | Providence | Rhode Island | United States | no | n/a |
| $11.0M |
| 15 |
| $250,000 |
| 200.0% |
| n/a |
| B•• H••• M•• F•• I•• L• |
| Apr 30, 2024 | $16.0M | 11 | $250,000 | 200.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 28, 2024 | $16.0M | 11 | $250,000 | 200.0% | yes | B•• H••• M•• F•• I•• L• |
| May 2, 2023 | $16.1M | 11 | $250,000 | 200.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 31, 2023 | $16.2M | 11 | $250,000 | 200.0% | yes | B•• H••• M•• F•• I•• L• |
| May 4, 2022 | $15.6M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 30, 2022 | $15.8M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Jul 30, 2021 | $10.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| May 3, 2021 | $10.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 26, 2021 | $10.4M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Jun 24, 2020 | $7.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| May 13, 2020 | $7.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 29, 2020 | $7.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| May 1, 2019 | $5.5M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 29, 2019 | $5.5M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Oct 16, 2018 | $5.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Jul 12, 2018 | $5.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 30, 2018 | $5.3M | 11 | $250,000 | 800.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 30, 2017 | $5.4M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Nov 22, 2016 | $5.0M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Sep 15, 2016 | $5.0M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Jun 9, 2016 | $5.0M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 30, 2016 | $5.0M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 29, 2016 | $5.0M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Jun 3, 2015 | $4.6M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 31, 2015 | $4.6M | 7 | $250,000 | 1000.0% | yes | B•• H••• M•• F•• I•• L• |
| Jul 24, 2014 | $3.9M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |
| May 15, 2014 | $3.9M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 31, 2014 | $3.9M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |
| Jun 20, 2013 | $3.6M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 26, 2013 | $3.6M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |
| Jan 17, 2013 | $3.0M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |
| Oct 19, 2012 | $3.0M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |
| Mar 29, 2012 | $3.0M | 7 | $250,000 | 2700.0% | yes | B•• H••• M•• F•• I•• L• |