DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by HARRIS PRESTON & PARTNERS, 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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 30, 2020 | $69.7M | 2 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| THE KINGDOM TRUST COMPANY | THE KINGDOM TRUST COMPANY | Murray | Kentucky | United States | no | n/a |
| 0.0% |
| no |
| 4•• W••• |
| Mar 29, 2019 | $69.7M | 2 | $50,000 | 0.0% | no | 4•• W••• |
| Mar 31, 2018 | $45.2M | 2 | $50,000 | 0.0% | no | 4•• W••• |
| Mar 31, 2017 | $34.1M | 2 | $50,000 | 100.0% | no | 4•• W••• |
| Apr 13, 2016 | $21.3M | 2 | $50,000 | 100.0% | no | 4•• W••• |
| Mar 30, 2016 | $21.3M | 2 | $50,000 | 100.0% | no | 4•• W••• |
| Apr 2, 2015 | $6.6M | 2 | $50,000 | 0.0% | no | 4•• W••• |