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advised by P••••••• INVESTMENT ADVISORS
Oklahoma, 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 |
|---|---|---|---|---|---|---|
| Jun 16, 2020 |
| 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 |
| 20 |
| $250,000 |
| 400.0% |
| yes |
| P••••••• I••••• P••••••• L•• |
| Mar 13, 2020 | $15.1M | 20 | $250,000 | 400.0% | yes | P••••••• I••••• P••••••• L•• |
| Nov 22, 2019 | $15.8M | 24 | $250,000 | 400.0% | yes | P••••••• I••••• P••••••• L•• |
| May 15, 2019 | $15.8M | 24 | $250,000 | 400.0% | yes | P••••••• I••••• P••••••• L•• |
| Mar 20, 2019 | $15.8M | 24 | $250,000 | 400.0% | yes | P••••••• I••••• P••••••• L•• |
| Jul 18, 2018 | $21.1M | 22 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| May 17, 2018 | $21.1M | 22 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Mar 19, 2018 | $21.1M | 22 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Sep 29, 2017 | $22.2M | 22 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| May 2, 2017 | $22.2M | 22 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Feb 24, 2017 | $22.2M | 22 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Feb 13, 2017 | $22.2M | 22 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Feb 16, 2016 | $15.3M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Nov 3, 2015 | $26.5M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Jun 29, 2015 | $26.5M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Mar 11, 2015 | $26.5M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Jul 21, 2014 | $28.4M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Mar 6, 2014 | $28.4M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Feb 13, 2014 | $28.4M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Sep 24, 2013 | $22.2M | 24 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Feb 15, 2013 | $22.2M | 24 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |
| Feb 8, 2012 | $21.5M | 25 | $250,000 | 300.0% | yes | P••••••• I••••• P••••••• L•• |