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Florida, 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 28, 2024 | $6.7M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| VALLEY NATIONAL BANK | VALLEY NATIONAL BANK | Tampa | Florida | United States | no | n/a |
| $25,000 |
| 1000.0% |
| no |
| C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |
| Mar 29, 2023 | $6.7M | 11 | $25,000 | 1000.0% | no | C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |
| Mar 30, 2022 | $4.3M | 11 | $25,000 | 1000.0% | no | C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |
| Apr 1, 2021 | $8.9M | 11 | $25,000 | 1000.0% | no | C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |
| Mar 31, 2020 | $8.4M | 11 | $25,000 | 1000.0% | yes | C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |
| Mar 29, 2019 | $8.7M | 11 | $25,000 | 1000.0% | yes | C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |
| Mar 30, 2018 | $8.4M | 11 | $25,000 | 1000.0% | yes | C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |
| Mar 31, 2017 | $7.1M | 11 | $25,000 | 1000.0% | yes | C••••• R••• E••••• I••••• • O••••••••• F••• I•• L•• |