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.

Fund type

LONG ONLY, NO LEVERAGE, NO SHORTS

Latest reported GAV

$13.2Mgross asset value on Schedule D 7.B(1), as of 2017-03-14; never fund size

Peak reported GAV

$13.2M

Beneficial owners

8

Minimum investment

$500,000

Owned by the adviser

7500%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Delaware, United States

First reported

May 27, 2014

Last reported

Mar 14, 2017fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

4

Fund id

805-9275697210

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c025de77-03d6-3aa8-e6fb-2951d89c7dc2

First observed

May 27, 2014

Last observed

Mar 14, 2017 115 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.