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 Z••••• M••••••••• L•••
Bermuda
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 17, 2026 | $16.6M | 58 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| F•••• R••••••• B••• | F•••• R••••••• B••• | NEW YORK | New York | United States | no | n/a |
| T•• N••••••• T•••• C•••••• | T•• N••••••• T•••• C•••••• | Chicago | Illinois | United States | no | n/a |
| 0.0% |
| n/a |
| Z• A••••••••• F••• |
| Mar 27, 2024 | $11.7M | 48 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |
| Jul 10, 2023 | $9.5M | 41 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |
| Jun 29, 2023 | $9.5M | 41 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |
| Mar 31, 2023 | $8.7M | 40 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |
| Oct 28, 2022 | $8.0M | 27 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |
| Jul 18, 2022 | $8.0M | 27 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |
| Mar 16, 2022 | $8.0M | 27 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |
| Mar 22, 2021 | $27,824 | 1 | $25,000 | 0.0% | yes | Z••••• W••••••••• A••••••••• F••• |