DFX Intelligence
Data Factory
Reading the graph
Reading the graph
advised by NEW HERITAGE CAPITAL, 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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 28, 2024 | $17.5M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Mar 30, 2023 | $15.4M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Mar 30, 2022 | $12.0M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Mar 30, 2021 | $9.0M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Sep 24, 2020 | $13.2M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Mar 30, 2020 | $13.2M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Mar 29, 2019 | $9.2M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Mar 29, 2018 | $5.6M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Mar 30, 2017 | $5.4M | 2 | $0 | 0.0% | yes | HERITAGE-CONTINENTAL INVESTORS, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| COMERICA BANK | COMERICA BANK | SAN JOSE | California | United States | no | n/a |