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.

Fund type

LONG ONLY EQUITY FUND

Latest reported GAV

$0gross asset value on Schedule D 7.B(1), as of 2016-01-04; never fund size

Peak reported GAV

$118M

Beneficial owners

1

Minimum investment

$0

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Texas, United States

First reported

Mar 30, 2012

Last reported

Jan 4, 2016fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

5

Fund id

805-1721135164

Graph

RIA / Wealth Management

Canonical id

dfx:ria:adec7b78-ce44-2f32-e7a9-0b38279381cb

First observed

Mar 30, 2012

Last observed

Jan 4, 2016 130 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.