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advised by GUPTA WEALTH MANAGEMENT, 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.
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 |
|---|---|---|---|---|---|---|
| Mar 30, 2016 | $4.0M | 1 | $1.0M | 0.0% | yes | GUPTA WEALTH SERIES OF COPPERSTONE MULTI SERIES IDF, LP |
| Jun 4, 2015 | $2.6M | 1 | $1.0M | 0.0% | yes | GUPTA WEALTH SERIES OF COPPERSTONE MULTI SERIES IDF, LP |
| Apr 27, 2015 | $2.6M | 1 | $1.0M | 0.0% | yes | GUPTA WEALTH SERIES OF COPPERSTONE MULTI SERIES IDF, LP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| PERSHING ADVISOR SOLUTIONS LLC | PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY | New Jersey | United States | no | 8-47425 |