DFX Intelligence
Data Factory
Reading the graph
Reading the graph
advised by APEX FINANCIAL ADVISORS, INC
Pennsylvania, 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 |
|---|---|---|---|---|---|---|
| Sep 16, 2024 | $21.0M | 21 | $100,000 | 1100.0% | yes | AFASAU LLC |
| Mar 29, 2024 | $21.0M | 21 | $100,000 | 1100.0% | yes | AFASAU LLC |
| Feb 20, 2024 | $20.1M | 23 | $100,000 | 1000.0% | yes | AFASAU LLC |
| Feb 20, 2024 | $20.1M | 23 | $100,000 | 1000.0% | yes | AFASAU LLC |
| Nov 1, 2023 | $20.1M | 23 | $100,000 | 1000.0% | yes | AFASAU LLC |
| Mar 20, 2023 | $20.1M | 23 | $100,000 | 1000.0% | yes | AFASAU LLC |
| Mar 7, 2022 | $20.1M | 23 | $100,000 | 1000.0% | yes | AFASAU LLC |
| Mar 16, 2021 | $20.1M | 23 | $100,000 | 1000.0% | yes | AFASAU LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NUVIEW IRA | NUVIEW TRUST COMPANY | Longwood | Florida | United States | no | n/a |
| PENN COMMUNITY BANK | PENN COMMUNITY BANK | Perkasie | Pennsylvania | United States | no | n/a |
| Bank | UNIVEST BANK & TRUST COMPANY | Hatboro | Pennsylvania | United States | no | n/a |