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 WILLOW WEALTH
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 |
|---|---|---|---|---|---|---|
| Nov 6, 2024 | $709,375 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| ESQUIRE BANK, NATIONAL ASSOCIATION | ESQUIRE BANK, NATIONAL ASSOCIATION | Jericho | New York | United States | no | n/a |
| 95 |
| $15,000 |
| 0.0% |
| yes |
| Y• S• D•• V• L•• |
| Sep 6, 2024 | $709,375 | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Jul 26, 2024 | $709,375 | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| May 28, 2024 | $709,375 | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Apr 26, 2024 | $709,375 | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Mar 29, 2024 | $709,375 | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Jan 30, 2024 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Nov 15, 2023 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Oct 13, 2023 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Oct 6, 2023 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Sep 6, 2023 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Aug 2, 2023 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| May 10, 2023 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Mar 28, 2023 | $2.1M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Nov 18, 2022 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Sep 27, 2022 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Aug 16, 2022 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |
| Mar 31, 2022 | $2.0M | 95 | $15,000 | 0.0% | yes | Y• S• D•• V• L•• |