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 STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS
California, 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 |
|---|---|---|---|---|---|---|
| Mar 4, 2020 | $23,524 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIDELITY DISTRIBUTORS COMPANY LLC | FIDELITY DISTRIBUTORS COMPANY LLC | Smithfield | Rhode Island | United States | no | 8-35097 |
| $250,000 |
| 2700.0% |
| no |
| Y••••••••• L••• |
| Jan 31, 2020 | $15.5M | 21 | $250,000 | 2700.0% | no | Y••••••••• L••• |
| Apr 18, 2019 | $15.5M | 21 | $250,000 | 2700.0% | no | Y••••••••• L••• |
| Mar 19, 2019 | $15.5M | 21 | $250,000 | 2700.0% | no | Y••••••••• L••• |
| Mar 23, 2018 | $17.2M | 22 | $250,000 | 2600.0% | no | Y••••••••• L••• |
| Mar 14, 2017 | $14.5M | 21 | $250,000 | 2600.0% | no | Y••••••••• L••• |
| Mar 15, 2016 | $15.5M | 27 | $250,000 | 1500.0% | no | Y••••••••• L••• |
| Dec 23, 2015 | $15.5M | 27 | $250,000 | 1500.0% | no | Y••••••••• L••• |
| Aug 31, 2015 | $15.5M | 27 | $250,000 | 1500.0% | no | Y••••••••• L••• |
| Mar 20, 2015 | $15.5M | 27 | $250,000 | 1500.0% | no | Y••••••••• L••• |
| Mar 17, 2015 | $15.5M | 27 | $250,000 | 1500.0% | no | Y••••••••• L••• |
| May 28, 2014 | $12.3M | 27 | $250,000 | 1300.0% | no | Y••••••••• L••• |
| Mar 28, 2014 | $12.3M | 27 | $250,000 | 1300.0% | no | Y••••••••• L••• |
| Mar 25, 2014 | $12.3M | 27 | $250,000 | 1300.0% | no | Y••••••••• L••• |
| Mar 15, 2013 | $12.3M | 27 | $250,000 | 1300.0% | no | Y••••••••• L••• |
| Mar 20, 2012 | $13.0M | 30 | $250,000 | 1200.0% | no | Y••••••••• L••• |