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advised by M•• A•••••••• L•
California, 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 |
|---|---|---|---|---|---|---|
| Dec 22, 2017 | $1.1M | 5 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| C•••••• S••••• • C•• | C•••••• S••••• • C•• | Phoenix | Arizona | United States | no | n/a |
| S••••• B••• | S••••• B••• | SAN FRANCISCO | California | United States | no | n/a |
| U• B••• I••••••••• T•••• • C•••••• | U• B••• N••••••• A••••••••• | SAN FRANCISCO |
| $100,000 |
| 100.0% |
| yes |
| M•• S••••• N••• P•••••• I•• L• |
| Mar 23, 2017 | $1.1M | 5 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Jan 9, 2017 | $1.1M | 5 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Mar 30, 2016 | $1.1M | 100 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Dec 22, 2015 | $1.1M | 5 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Mar 18, 2015 | $6.9M | 71 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Dec 3, 2014 | $6.9M | 71 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Mar 18, 2014 | $8.2M | 72 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Jun 27, 2013 | $8.1M | 100 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Apr 30, 2013 | $8.1M | 98 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Apr 16, 2013 | $7.1M | 98 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Mar 19, 2013 | $7.1M | 98 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Nov 29, 2012 | $7.1M | 97 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| Mar 30, 2012 | $7.1M | 97 | $100,000 | 100.0% | yes | M•• S••••• N••• P•••••• I•• L• |
| United States |
| no |
| n/a |