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advised by VERICREST PRIVATE WEALTH, LLC
Pennsylvania, 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 |
|---|---|---|---|---|---|---|
| Sep 14, 2021 | $13.6M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Aug 19, 2021 | $12.9M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Jun 3, 2021 | $12.9M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Mar 30, 2021 | $12.9M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Mar 16, 2021 | $8.3M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Oct 19, 2020 | $5.6M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Oct 2, 2020 | $5.6M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Sep 25, 2020 | $5.6M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Jun 19, 2020 | $2.1M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Mar 27, 2020 | $2.1M | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Mar 28, 2019 | $0 | 0 | $500,000 | 10000.0% | yes | ADVEST SHORT DURATION REAL ESTATE FUND I |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| HUNTINGDON VALLEY BANK | HUNTINGDON VALLEY BANK | HUNTINGDON VALLEY | Pennsylvania | United States | no | n/a |