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advised by A•••• PRIVATE WEALTH 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 |
|---|---|---|---|---|---|---|
| Oct 2, 2024 | $2.0M | 34 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | SAN FRANCISCO | California | United States | no | n/a |
| $0 |
| 0.0% |
| yes |
| A•••• O••••••••• F••• P••• L•• |
| Aug 5, 2024 | $2.0M | 34 | $0 | 0.0% | yes | A•••• O••••••••• F••• P••• L•• |
| Jul 5, 2024 | $2.0M | 34 | $0 | 0.0% | yes | A•••• O••••••••• F••• P••• L•• |
| Mar 28, 2024 | $2.0M | 34 | $0 | 0.0% | yes | A•••• O••••••••• F••• P••• L•• |
| Feb 8, 2024 | $550,000 | 10 | $0 | 0.0% | yes | A•••• O••••••••• F••• P••• L•• |
| Dec 5, 2023 | $550,000 | 10 | $0 | 0.0% | yes | A•••• O••••••••• F••• P••• L•• |
| Mar 26, 2023 | $550,000 | 10 | $0 | 0.0% | yes | A•••• O••••••••• F••• P••• L•• |