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 MACQUARIE WEALTH ADVISERS, LLC
Delaware, 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 |
|---|---|---|---|---|---|---|
| Sep 5, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| F••••••• B•••• N•• | F••••••• B•••• N•• | Troy | Michigan | United States | no | n/a |
| U•• B•••••• S••••••• | U•• B••• N•• | KANSAS CITY | Missouri | United States | no | n/a |
| $19.4M |
| 214 |
| $250,000 |
| 100.0% |
| yes |
| C•••••• P••• G•••• C•••••• F•••• L•• |
| Sep 5, 2024 | $19.4M | 214 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 28, 2024 | $19.4M | 214 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Nov 15, 2023 | $24.8M | 209 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 30, 2023 | $24.8M | 209 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Nov 4, 2022 | $23.1M | 209 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 30, 2022 | $23.1M | 209 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 30, 2021 | $22.6M | 208 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 1, 2021 | $23.9M | 208 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 30, 2020 | $23.9M | 208 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Jun 28, 2019 | $27.0M | 208 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 29, 2019 | $27.0M | 208 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Jun 29, 2018 | $38.0M | 208 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 29, 2018 | $38.0M | 208 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Jun 29, 2017 | $42.7M | 205 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 30, 2017 | $42.7M | 205 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Jun 29, 2016 | $59.3M | 205 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 30, 2016 | $59.3M | 205 | $250,000 | 0.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Nov 4, 2015 | $38.7M | 206 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Jun 30, 2015 | $38.7M | 206 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 24, 2015 | $38.7M | 206 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 27, 2014 | $67.1M | 206 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Oct 31, 2013 | $67.1M | 201 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Jul 22, 2013 | $67.1M | 201 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Mar 28, 2013 | $67.1M | 201 | $250,000 | 100.0% | yes | C•••••• P••• G•••• C•••••• F•••• L•• |
| Oct 25, 2012 | $67.1M | 201 | $150,000 | 100.0% | yes | 0••••••••• |
| Jul 9, 2012 | $67.1M | 201 | $150,000 | 100.0% | yes | 0••••••••• |
| Mar 28, 2012 | $67.1M | 201 | $150,000 | 100.0% | yes | 0••••••••• |