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Massachusetts, 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 |
|---|---|---|---|---|---|---|
| Mar 31, 2020 | $2.0M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BOSTON PRIVATE BANK & TRUST CO. | BOSTON PRIVATE BANK & TRUST CO. | Boston | Massachusetts | United States | no | n/a |
| $5,000 |
| 4600.0% |
| no |
| F••••••• S••••• V•••••• P•••••••• L•• |
| Mar 1, 2019 | $2.2M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |
| Mar 5, 2018 | $2.4M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |
| Mar 2, 2017 | $2.5M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |
| Mar 2, 2016 | $2.7M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |
| Mar 2, 2015 | $3.1M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |
| Mar 3, 2014 | $3.2M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |
| Apr 1, 2013 | $3.3M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |
| Mar 30, 2012 | $3.3M | 64 | $5,000 | 4600.0% | no | F••••••• S••••• V•••••• P•••••••• L•• |