DFX Intelligence
Data Factory
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 M••• ADVISORS LLC
New York, 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 |
|---|---|---|---|---|---|---|
| Apr 11, 2019 | $4.0M | 38 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | NEW YORK | New York | United States | no | n/a |
| THE KINGDOM TRUST COMPANY, LLC | THE KINGDOM TRUST COMPANY, LLC | Murray | Kentucky | United States | no | n/a |
| $50,000 |
| 100.0% |
| yes |
| M••• V•••••••• L••• |
| Mar 25, 2019 | $4.0M | 38 | $50,000 | 100.0% | yes | M••• V•••••••• L••• |
| Apr 3, 2018 | $4.0M | 38 | $50,000 | 100.0% | yes | M••• V•••••••• L••• |
| Mar 21, 2018 | $4.0M | 38 | $50,000 | 100.0% | yes | M••• V•••••••• L••• |
| Feb 17, 2017 | $4.0M | 38 | $50,000 | 100.0% | yes | M••• V•••••••• L••• |
| Jan 4, 2017 | $4.0M | 38 | $50,000 | 100.0% | yes | M••• V•••••••• L••• |
| Sep 14, 2016 | $4.0M | 38 | $50,000 | 100.0% | yes | M••• V•••••••• L••• |
| Jan 28, 2016 | $4.0M | 38 | $50,000 | 100.0% | no | M••• V•••••••• L••• |