DFX Intelligence
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advised by CONSTELLATION WEALTH ADVISORS
Ohio, 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 20, 2024 | $28.5M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Mar 28, 2024 | $28.5M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Dec 26, 2023 | $25.9M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Jul 28, 2023 | $25.9M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Mar 30, 2023 | $25.9M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Jul 5, 2022 | $23.4M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| May 24, 2022 | $23.4M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Mar 23, 2022 | $23.4M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Feb 14, 2022 | $22.2M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Oct 7, 2021 | $22.2M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Aug 31, 2021 | $22.2M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Jun 4, 2021 | $22.2M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Apr 12, 2021 | $22.2M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Jan 31, 2021 | $22.2M | 48 | $250,000 | 400.0% | yes | BLUE WATER QUADRANT |
| Dec 20, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Dec 18, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Nov 20, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Nov 13, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Oct 8, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Jun 26, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Mar 24, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Mar 23, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Feb 10, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Feb 7, 2020 | $25.0M | 10 | $1.0M | 500.0% | yes | 805-7608902448 |
| Mar 9, 2019 | $0 | 48 | $250,000 | 600.0% | yes | 805-7608902448 |
| Nov 19, 2018 | $22.4M | 34 | $250,000 | 1000.0% | yes | 805-7608902448 |
| Jun 7, 2018 | $22.4M | 34 | $250,000 | 1000.0% | yes | 805-7608902448 |
| Mar 5, 2018 | $22.4M | 34 | $250,000 | 1000.0% | yes | 805-7608902448 |
| Sep 29, 2017 | $8.9M | 20 | $250,000 | 1000.0% | yes | 805-7608902448 |
| Mar 2, 2017 | $8.9M | 20 | $250,000 | 1000.0% | yes | 805-7608902448 |
| Jan 27, 2017 | $8.9M | 20 | $250,000 | 1000.0% | yes | 805-7608902448 |
| Jan 3, 2017 | $8.9M | 20 | $250,000 | 1000.0% | yes | 805-7608902448 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| WINTRUST FUNDS GROUP | NORTHBROOK BANK & TRUST | Northbrook | Illinois | United States | no | n/a |