DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
New Jersey, 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 |
|---|---|---|---|---|---|---|
| Feb 22, 2021 | $1.7M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| SAME AS ABOVE | ATLANTIC CAPITAL BANK | Atlanta | Georgia | United States | no | n/a |
| $5,000 |
| 0.0% |
| no |
| B•••• V•••• P••••••• L•• |
| Oct 22, 2020 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Sep 10, 2020 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| May 7, 2020 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Apr 22, 2020 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Mar 23, 2020 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Feb 27, 2020 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Oct 22, 2019 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Sep 6, 2019 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Jul 19, 2019 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |
| Jun 20, 2019 | $1.7M | 44 | $5,000 | 0.0% | no | B•••• V•••• P••••••• L•• |