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.

Adviser

PRINCIPAL ASSET MANAGEMENTCRD 109002

Fund type

ONE OF SEVERAL INVESTMENT PORTFOLIOS

Latest reported GAV

$33.4Mgross asset value on Schedule D 7.B(1), as of 2018-10-29; never fund size

Peak reported GAV

$34.8M

Beneficial owners

2

Minimum investment

$500,000

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Delaware, United States

First reported

Mar 28, 2013

Last reported

Oct 29, 2018fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

16

Fund id

805-4276964405

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b8998654-9aeb-83c7-e914-0c67f0f5de63

First observed

Mar 28, 2013

Last observed

Oct 29, 2018 96 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.