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advised by BMO FAMILY OFFICE, LLC
Washington, 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 |
|---|---|---|---|---|---|---|
| Aug 8, 2016 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Feb 29, 2016 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Jan 28, 2016 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Oct 13, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Oct 13, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Sep 3, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| May 21, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Jan 7, 2015 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Dec 23, 2014 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Dec 18, 2014 | $0 | 2 | $1 | 0.0% | no | CFO 4 |
| Oct 1, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Jul 31, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Jul 15, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Jun 9, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Jun 6, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| May 14, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Feb 25, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Jan 24, 2014 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Dec 26, 2013 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Dec 6, 2013 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Sep 9, 2013 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Jul 31, 2013 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Jun 14, 2013 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| May 17, 2013 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Apr 1, 2013 | $0 | 7 | $1 | 0.0% | no | CFO 4 |
| Feb 5, 2013 | $0 | 7 | $1 | 0.0% | no | Cfo4 |
| Jan 31, 2013 | $0 | 7 | $1 | 0.0% | no | Cfo4 |
| Dec 21, 2012 | $0 | 7 | $1 | 0.0% | no | Cfo4 |
| Jul 24, 2012 | $0 | 7 | $1 | 0.0% | no | Cfo4 |
| May 2, 2012 | $0 | 7 | $1 | 0.0% | no | Cfo4 |
| Mar 30, 2012 | $0 | 7 | $1 | 0.0% | no | Cfo4 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | BANK OF NEW YORK MELLON | NEW YORK | New York | United States | no | n/a |
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |