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advised by S•••• B•••••• ADVISORS LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jun 26, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BMO HARRIS BANK N.A. | BMO HARRIS BANK N.A. | Chicago | Illinois | United States | no | n/a |
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | NEW YORK | New York | United States | no | 8-16514 |
| 0 |
| $1.0M |
| 0.0% |
| yes |
| S•••• B•••••• P••••••• F••• L• |
| May 22, 2024 | $0 | 0 | $1.0M | 0.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 25, 2024 | $0 | 0 | $1.0M | 0.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 28, 2023 | $18.6M | 8 | $1.0M | 4900.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Sep 7, 2022 | $26.0M | 9 | $1.0M | 4100.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 28, 2022 | $26.0M | 9 | $1.0M | 4100.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 23, 2021 | $26.5M | 9 | $1.0M | 4600.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Jul 22, 2020 | $21.6M | 7 | $1.0M | 5100.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Jun 24, 2020 | $21.6M | 7 | $1.0M | 5100.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Apr 24, 2020 | $21.6M | 7 | $1.0M | 5100.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 27, 2020 | $21.6M | 7 | $1.0M | 5100.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 19, 2019 | $20.3M | 7 | $1.0M | 5100.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 20, 2018 | $20.5M | 6 | $1.0M | 3900.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Apr 4, 2017 | $19.3M | 7 | $1.0M | 3000.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Apr 4, 2017 | $19.3M | 7 | $1.0M | 3000.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 21, 2017 | $19.3M | 7 | $1.0M | 3000.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 22, 2016 | $20.3M | 6 | $1.0M | 2500.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Jan 25, 2016 | $18.7M | 5 | $1.0M | 3500.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Apr 21, 2015 | $18.7M | 5 | $1.0M | 3500.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 20, 2015 | $18.7M | 5 | $1.0M | 3500.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 24, 2014 | $11.3M | 3 | $1.0M | 5200.0% | yes | S•••• B•••••• P••••••• F••• L• |
| Mar 28, 2013 | $5.2M | 2 | $1.0M | 10000.0% | yes | S•••• B•••••• P••••••• F••• L• |