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 W••••••• ADVISORS 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 |
|---|---|---|---|---|---|---|
| Aug 12, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON NA | BNY MELLON NA | Boston | Massachusetts | United States | no | n/a |
| 12 |
| $0 |
| 0.0% |
| yes |
| W••••••• • E•• V•• L•• |
| Mar 27, 2024 | $14.0M | 12 | $0 | 0.0% | yes | W••••••• • E•• V•• L•• |
| Mar 29, 2023 | $11.8M | 12 | $0 | 0.0% | yes | W••••••• • E•• V•• L•• |
| Jan 26, 2023 | $9.5M | 12 | $0 | 0.0% | yes | W••••••• • E•• V•• L•• |
| Nov 1, 2022 | $9.5M | 12 | $0 | 0.0% | yes | W••••••• • E•• V•• L•• |
| Aug 25, 2022 | $9.5M | 12 | $0 | 0.0% | yes | W••••••• • E•• V•• L•• |
| Mar 29, 2022 | $9.5M | 12 | $0 | 0.0% | yes | W••••••• • E•• V•• L•• |
| May 27, 2021 | $15.5M | 12 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Mar 26, 2021 | $15.5M | 12 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Mar 26, 2021 | $15.5M | 12 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Nov 3, 2020 | $12.0M | 11 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Jun 30, 2020 | $12.0M | 11 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Mar 31, 2020 | $12.0M | 11 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Mar 27, 2019 | $8.1M | 11 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Nov 19, 2018 | $6.3M | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Nov 6, 2018 | $6.3M | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Jul 24, 2018 | $6.3M | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Mar 29, 2018 | $6.3M | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Nov 15, 2017 | $2.2M | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| May 12, 2017 | $2.2M | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Mar 24, 2017 | $2.2M | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Jul 25, 2016 | $14,751 | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| May 25, 2016 | $14,751 | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |
| Mar 24, 2016 | $14,751 | 13 | $0 | 0.0% | yes | W•••••••• E•• V•• L•• |