DFX Intelligence

J••••••• C•••••••• S•• S•••••••• C•• C••• E••••• F••• O• T•• P••••••••• T•••• C•••••• I••••••••• B••••••• T••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(7)

J••••••• C•••••••• S•• S•••••••• C•• C••• E••••• F••• O• T•• P••••••••• T•••• C•••••• I••••••••• B••••••• T••••

advised by J••••••• A•••••••••

Massachusetts, United States

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Search this name across graphsid dfx:ria:b8454ca2-9415-8320-f5d0-8ce9f62af0db

Data as of Dec 10, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2023 to Dec 10, 2024
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: J••••••• A•••••••••CRD 107959
Fund type: TRUST COMPANY COLLECTIVE INVESTMENT FUND
Latest reported GAV: $25.8M••• Locked
Peak reported GAV: $25.8M
Beneficial owners: 2
Minimum investment: $5.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Dec 10, 2024	$25.8M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
S•••• S••••• B•••	S•••• S••••• B••• A•• T•••• C••••••	KANSAS CITY	Missouri	United States	no	n/a

Relationships

Advises (1)

← J••••••• A•••••••••Registered adviserOther Private Fund, IA
Mar 30, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8454ca2-9415-8320-f5d0-8ce9f62af0db
First observed: Mar 30, 2023
Last observed: Dec 10, 2024 21 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.