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advised by MERISTEM FAMILY WEALTH
Minnesota, 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 |
|---|---|---|---|---|---|---|
| Jan 8, 2014 | $12.1M | 48 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Sep 11, 2013 | $12.1M | 48 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Aug 9, 2013 | $12.1M | 48 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Apr 19, 2013 | $12.1M | 48 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Mar 27, 2013 | $12.1M | 48 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Jan 4, 2013 | $12.4M | 50 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Nov 20, 2012 | $12.4M | 50 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Aug 27, 2012 | $12.4M | 50 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| May 24, 2012 | $12.4M | 50 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Apr 17, 2012 | $12.4M | 50 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Mar 28, 2012 | $12.4M | 50 | $1 | 0.0% | yes | WMC LARGE CAP GROWTH |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANSISCO | California | United States | no | 8-16514 |