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advised by TRUE NORTH ADVISORS, LLC
Delaware, 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 26, 2024 | $16.2M | 95 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | Boston | Massachusetts | United States | no | n/a |
| $500,000 |
| 100.0% |
| yes |
| W•••••• A••••••••• S••••••••• L••• • G•• I• |
| Mar 28, 2024 | $16.2M | 95 | $500,000 | 100.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• |
| Oct 3, 2023 | $19.1M | 93 | $500,000 | 300.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• |
| May 1, 2023 | $19.1M | 93 | $500,000 | 300.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• |
| Mar 29, 2023 | $19.1M | 93 | $500,000 | 300.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• |
| Oct 21, 2022 | $17.0M | 93 | $500,000 | 400.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• S••••• |
| Mar 29, 2022 | $17.0M | 93 | $500,000 | 400.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• S••••• |
| Nov 16, 2021 | $15.5M | 93 | $500,000 | 200.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• S••••• |
| Aug 19, 2021 | $15.5M | 93 | $500,000 | 200.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• S••••• |
| Apr 1, 2021 | $15.5M | 93 | $500,000 | 200.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• S••••• |
| Mar 30, 2021 | $15.5M | 93 | $500,000 | 200.0% | yes | W•••••• A••••••••• S••••••••• L••• • G•• I• S••••• |