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.

Adviser

S & CO., INC.CRD 110026

Fund type

POOLED INVESTMENTS

Latest reported GAV

$13.4Mgross asset value on Schedule D 7.B(1), as of 2026-03-31; never fund size

Peak reported GAV

$13.4M

Beneficial owners

42

Minimum investment

$0

Owned by the adviser

9000%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Delaware, United States

First reported

Mar 27, 2020

Last reported

Mar 31, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

8

Fund id

805-6544871997

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ed06f5bb-086b-1b55-16f2-fb49d4e51dfe

First observed

Mar 27, 2020

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.