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advised by L••• CAPITAL
Florida, 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, 2024 | $12,626 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FINEMARK NATIONAL BANK AND TRUST | FINEMARK NATIONAL BANK AND TRUST | FT MYERS | Florida | United States | no | n/a |
| $50,000 |
| 0.0% |
| yes |
| L••• P•• V• |
| Mar 10, 2023 | $416,000 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Apr 1, 2022 | $416,000 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Feb 21, 2021 | $416,000 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Oct 23, 2020 | $560,000 | 5 | $50,000 | 0.0% | no | L••• P•• V• |
| Jun 30, 2020 | $560,000 | 5 | $50,000 | 0.0% | no | L••• P•• V• |
| Dec 13, 2019 | $560,000 | 5 | $50,000 | 0.0% | no | L••• P•• V• |
| Jun 28, 2019 | $560,000 | 5 | $50,000 | 0.0% | no | L••• P•• V• |
| Sep 14, 2018 | $560,000 | 5 | $50,000 | 0.0% | no | L••• P•• V• |
| Jun 11, 2018 | $560,000 | 5 | $50,000 | 0.0% | no | L••• P•• V• |
| Mar 31, 2017 | $704,696 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Apr 29, 2016 | $724,697 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Mar 26, 2015 | $724,697 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Apr 24, 2014 | $689,106 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Jan 31, 2013 | $689,106 | 5 | $50,000 | 0.0% | yes | L••• P•• V• |
| Apr 20, 2012 | $594,835 | 5 | $50,000 | 0.0% | no | L••• P•• V• |