DFX Intelligence
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Reading the graph
advised by RGT WEALTH ADVISORS
Texas, 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 |
|---|---|---|---|---|---|---|
| Jan 21, 2016 | $53,111 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Sep 10, 2015 | $53,111 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Aug 6, 2015 | $53,111 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| May 19, 2015 | $53,111 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Mar 31, 2015 | $53,111 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Mar 21, 2015 | $60,321 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Sep 10, 2014 | $60,321 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Aug 1, 2014 | $60,321 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Jul 10, 2014 | $313,748 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Mar 28, 2014 | $313,748 | 39 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Feb 4, 2014 | $239,000 | 38 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Jul 12, 2013 | $239,000 | 38 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Apr 16, 2013 | $239,000 | 38 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Mar 28, 2013 | $239,000 | 38 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Mar 30, 2012 | $400,000 | 38 | $25,000 | 200.0% | yes | RGT HM V, LP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |