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 SIMMONS L E & ASSOCIATES INC
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 |
|---|---|---|---|---|---|---|
| Mar 28, 2024 | $12.3M | 72 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| A•••• B••• O• T•••• | A•••• B••• N••• | Houston | Texas | United States | no | n/a |
| 200.0% |
| yes |
| S•••••• ••• L• |
| Mar 29, 2023 | $36.9M | 72 | $25,000 | 200.0% | yes | S•••••• ••• L• |
| Mar 28, 2022 | $18.0M | 72 | $25,000 | 200.0% | yes | S•••••• ••• L• |
| Mar 29, 2021 | $16.6M | 72 | $25,000 | 200.0% | yes | S•••••• ••• L• |
| Mar 19, 2020 | $27.3M | 72 | $25,000 | 200.0% | yes | S•••••• ••• L• |
| Mar 21, 2019 | $48.1M | 72 | $25,000 | 200.0% | yes | S•••••• ••• L• |
| Mar 28, 2018 | $55.8M | 72 | $25,000 | 200.0% | yes | S•••••• ••• L• |
| Mar 29, 2017 | $19.2M | 72 | $25,000 | 200.0% | yes | S•••••• ••• L• |