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advised by GUPTA WEALTH MANAGEMENT, 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, 2016 | $2.0M | 11 | $0 | 400.0% | yes | LAVENDER SENIOR LIVING LLC |
| Jun 4, 2015 | $2.0M | 11 | $0 | 400.0% | yes | LAVENDER SENIOR LIVING LLC |
| Apr 27, 2015 | $2.0M | 11 | $0 | 400.0% | yes | LAVENDER SENIOR LIVING LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. | FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. | Smithfield | Rhode Island | United States | no | 8-35097 |