DFX Intelligence
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Reading the graph
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advised by H••• H•••• A•••• M••••••••• L••
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | $233M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B••• S••••••••• I••• | B••• S••••••••• I••• | NEW YORK | Massachusetts | United States | no | 8-69787 |
| C•••••••• N• | C•••••••• N• | NEW YORK | New York | United States | no | n/a |
| C••••••• B••• N••• | C••••••• B••• N••• | Newton | Massachusetts |
| $1.0M |
| 2500.0% |
| n/a |
| H••• H•••• L• |
| Mar 28, 2024 | $244M | 85 | $1.0M | 3600.0% | yes | H••• H•••• L• |
| Mar 31, 2023 | $393M | 73 | $1.0M | 4100.0% | yes | H••• H•••• L• |
| Mar 14, 2023 | $106M | 48 | $250,000 | 4900.0% | yes | H••• H•••• L• |
| Mar 30, 2022 | $106M | 48 | $250,000 | 4900.0% | yes | H••• H•••• L• |
| Nov 18, 2021 | $102M | 43 | $250,000 | 3500.0% | yes | H••• H•••• L• |
| Jun 18, 2021 | $102M | 43 | $250,000 | 3500.0% | yes | H••• H•••• L• |
| Mar 24, 2021 | $102M | 43 | $250,000 | 3500.0% | yes | H••• H•••• L• |
| Apr 17, 2020 | $150M | 51 | $250,000 | 3000.0% | yes | H••• H•••• L• |
| Mar 26, 2020 | $150M | 51 | $250,000 | 3000.0% | yes | H••• H•••• L• |
| Mar 26, 2019 | $246M | 83 | $250,000 | 1900.0% | yes | H••• H•••• L• |
| Dec 7, 2018 | $261M | 85 | $250,000 | 1700.0% | yes | H••• H•••• L• |
| Mar 29, 2018 | $261M | 85 | $250,000 | 1700.0% | yes | H••• H•••• L• |
| Mar 27, 2017 | $194M | 84 | $250,000 | 1700.0% | yes | H••• H•••• L• |
| Mar 24, 2016 | $200M | 86 | $250,000 | 1600.0% | yes | H••• H•••• L• |
| Mar 30, 2015 | $216M | 97 | $250,000 | 1900.0% | yes | H••• H•••• L• |
| Mar 22, 2014 | $231M | 97 | $250,000 | 2000.0% | yes | H••• H•••• L• |
| Mar 21, 2014 | $154M | 99 | $250,000 | 1600.0% | yes | H••• H•••• L• |
| Mar 27, 2013 | $154M | 99 | $250,000 | 1600.0% | yes | H••• H•••• L• |
| Feb 6, 2012 | $131M | 99 | $250,000 | 1600.0% | yes | H••• H••••• L• |
| no |
| n/a |
| G•••••• S•••• • C•• L•• | G•••••• S•••• • C•• L•• | NEW YORK | New York | United States | no | 8-129 |
| G•••••• S•••• I••••••••• | G•••••• S•••• I••••••••• | London | n/a | United Kingdom | no | n/a |
| J••• M••••• C•••• • C•• | J••• M••••• C•••• • C•• | NEW YORK | New York | United States | no | n/a |
| J• M••••• C•••• B•••• N• | J• M••••• C•••• B•••• N• | Boston | Massachusetts | United States | no | n/a |
| M••••• S•••••• C•••••• S••••••• L•• | M••••• S•••••• C•••••• S••••••• L•• | NEW YORK | New York | United States | no | n/a |
| U•• S••••••••• L•• | U•• S••••••••• L•• | NEW YORK | New York | United States | no | 8-22651 |
| U• B••• | U• B••• | Minneapolis | Minnesota | United States | no | n/a |
| W•••• F•••• B•••• N••• | W•••• F•••• B•••• N••• | Charlotte | North Carolina | United States | no | n/a |