DFX Intelligence
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Reading the graph
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advised by L•••• W••••• M•••••••••
Florida, 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 |
|---|---|---|---|---|---|---|
| Sep 1, 2017 | $835,892 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| I••••••••• B•••••• L•• | I••••••••• B•••••• L•• | Orlando | Florida | United States | no | 8-47257 |
| C•••• B••• | J• M••••• C•••• | WINTER PARK | Florida | United States | no | n/a |
| 16 |
| $50,000 |
| 300.0% |
| yes |
| M•••••• H•••• P••••••• F•••• L• |
| Feb 16, 2017 | $835,892 | 16 | $50,000 | 300.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Feb 23, 2016 | $1.2M | 18 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Dec 16, 2015 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Dec 16, 2015 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Aug 18, 2015 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Aug 5, 2015 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Jul 23, 2015 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Jun 16, 2015 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Mar 31, 2015 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| May 22, 2014 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Apr 22, 2014 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Jan 23, 2014 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Jan 16, 2014 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Oct 23, 2013 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Mar 28, 2013 | $1.5M | 26 | $50,000 | 100.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Dec 4, 2012 | $1.5M | 15 | $50,000 | 200.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Sep 19, 2012 | $1.5M | 15 | $50,000 | 200.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Jun 26, 2012 | $1.5M | 15 | $50,000 | 200.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Jun 26, 2012 | $1.5M | 15 | $50,000 | 200.0% | yes | M•••••• H•••• P••••••• F•••• L• |
| Apr 3, 2012 | $1.5M | 15 | $50,000 | 200.0% | yes | M•••••• H•••• P••••••• F•••• L• |