DFX Intelligence
Data Factory
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Reading the graph
advised by REFINED WEALTH MANAGEMENT
Utah, 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 |
|---|---|---|---|---|---|---|
| Oct 25, 2023 | $1.0M | 95 | $25,000 | 300.0% | yes | RWM PARTNERS 1, LP |
| Sep 26, 2023 | $1.0M | 95 | $25,000 | 300.0% | yes | RWM PARTNERS 1, LP |
| Aug 17, 2023 | $1.0M | 95 | $25,000 | 300.0% | yes | RWM PARTNERS 1, LP |
| Jul 19, 2023 | $1.0M | 95 | $25,000 | 300.0% | yes | RWM PARTNERS 1, LP |
| Jan 24, 2023 | $1.0M | 95 | $25,000 | 300.0% | yes | RWM PARTNERS 1, LP |
| Oct 14, 2022 | $3.5M | 95 | $25,000 | 200.0% | yes | RWM PARTNERS 1, LP |
| Jul 26, 2022 | $3.5M | 95 | $25,000 | 200.0% | yes | RWM PARTNERS 1, LP |
| Feb 23, 2022 | $3.5M | 95 | $25,000 | 200.0% | yes | RWM PARTNERS 1, LP |
| Nov 16, 2021 | $3.5M | 98 | $25,000 | 100.0% | yes | RWM PARTNERS 1, LP |
| Jul 29, 2021 | $3.5M | 98 | $25,000 | 100.0% | yes | RWM PARTNERS 1, LP |
| Jun 24, 2021 | $3.5M | 98 | $25,000 | 100.0% | yes | RWM PARTNERS 1, LP |
| Mar 19, 2021 | $3.5M | 98 | $25,000 | 100.0% | yes | RWM PARTNERS 1, LP |
| Feb 12, 2021 | $3.5M | 98 | $25,000 | 100.0% | yes | RWM PARTNERS 1, LP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | Westlake | Texas | United States | no | 8-16514 |
| MADISON TRUST COMPANY | MADISON TRUST COMPANY | Montvale | New Jersey | United States | no | n/a |