DFX Intelligence
Data Factory
Reading the graph
Reading the graph
advised by NFC INVESTMENTS, LLC
Tennessee, 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 |
|---|---|---|---|---|---|---|
| Aug 12, 2024 | $39.3M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 19, 2024 | $39.3M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 27, 2023 | $48.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Mar 10, 2022 | $48.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Mar 18, 2021 | $40.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jun 26, 2020 | $37.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 13, 2020 | $37.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jul 24, 2019 | $33.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Mar 6, 2019 | $33.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 18, 2018 | $31.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 27, 2017 | $27.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Sep 26, 2016 | $26.6M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 19, 2016 | $26.6M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 13, 2015 | $24.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Dec 5, 2014 | $24.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 22, 2014 | $24.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 8, 2014 | $24.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 15, 2013 | $23.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| May 3, 2012 | $18.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Jan 23, 2012 | $18.0M | 10 | $0 | 2000.0% | yes | WBL PARTNERS, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| DIVERSIFIED TRUST | DIVERSIFIED TRUST | Memphis | Tennessee | United States | no | n/a |
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES & ASSOCIATES, INC. | Memphis | Tennessee | United States | no | 8-10999 |