DFX Intelligence
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advised by J•••••• INVESTMENT ADVISORS, 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 |
|---|---|---|---|---|---|---|
| Jul 24, 2024 | $35.7M | 3 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BANK OF SOUTHERN CALIFORNIA, N.A. | BANK OF SOUTHERN CALIFORNIA, N.A. | Carlsbad | California | United States | no | n/a |
| $250,000 |
| 1400.0% |
| yes |
| J•••••• B••••••• L•• |
| Mar 27, 2024 | $35.7M | 3 | $250,000 | 1400.0% | yes | J•••••• B••••••• L•• |
| Mar 28, 2023 | $36.4M | 3 | $250,000 | 1400.0% | yes | J•••••• B••••••• L•• |
| Oct 18, 2022 | $36.1M | 3 | $250,000 | 1400.0% | yes | J•••••• B••••••• L•• |
| Mar 30, 2022 | $37.8M | 3 | $250,000 | 1900.0% | yes | J•••••• B••••••• L•• |
| May 20, 2021 | $10.1M | 2 | $250,000 | 6100.0% | yes | J•••••• B••••••• L•• |
| Mar 30, 2021 | $10.1M | 2 | $250,000 | 6100.0% | yes | J•••••• B••••••• L•• |
| Jul 10, 2020 | $9.2M | 3 | $250,000 | 0.0% | yes | J•••••• B••••••• L•• |
| Mar 27, 2020 | $9.2M | 3 | $250,000 | 0.0% | yes | J•••••• B••••••• L•• |
| Nov 27, 2019 | $9.0M | 3 | $250,000 | 0.0% | yes | J•••••• B••••••• L•• |
| Sep 30, 2019 | $9.0M | 3 | $250,000 | 0.0% | no | J•••••• B••••••• L•• |
| Sep 3, 2019 | $9.0M | 3 | $250,000 | 0.0% | no | J•••••• B••••••• L•• |
| Aug 10, 2019 | $8.9M | 3 | $250,000 | 0.0% | no | J•••••• B••••••• L•• |
| Jul 21, 2019 | $8.9M | 3 | $250,000 | 0.0% | no | J•••••• B••••••• L•• |