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advised by LITMAN GREGORY WEALTH MANAGEMENT, LLC
California, 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 |
|---|---|---|---|---|---|---|
| Oct 16, 2015 | $65,189 | 56 | $1.0M | 0.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Aug 21, 2015 | $65,189 | 56 | $1.0M | 0.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Mar 13, 2015 | $65,189 | 56 | $1.0M | 0.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Oct 10, 2014 | $6.7M | 56 | $1.0M | 2700.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Jul 15, 2014 | $6.7M | 56 | $1.0M | 2700.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Mar 10, 2014 | $6.7M | 56 | $1.0M | 2700.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Apr 24, 2013 | $29.7M | 57 | $1.0M | 2700.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Mar 21, 2013 | $29.7M | 57 | $1.0M | 2700.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Dec 5, 2012 | $76.3M | 57 | $1.0M | 2500.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Jul 11, 2012 | $76.3M | 57 | $1.0M | 2500.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| Mar 27, 2012 | $76.3M | 57 | $1.0M | 2500.0% | yes | LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. |
| 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 |