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Reading the graph
advised by BMO FAMILY OFFICE, LLC
Colorado, 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 |
|---|---|---|---|---|---|---|
| May 16, 2017 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Apr 11, 2017 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Jan 17, 2017 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Jan 5, 2017 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Dec 19, 2016 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Aug 8, 2016 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Feb 29, 2016 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Jan 28, 2016 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Oct 13, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Oct 13, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Sep 3, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| May 21, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Jan 7, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Dec 23, 2014 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| Dec 18, 2014 | $0 | 2 | $1 | 0.0% | no | CFO 53 |
| 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 |