DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by V•••••• P••• C••••••
Delaware, 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 |
|---|---|---|---|---|---|---|
| Jul 30, 2026 | $118M | 25 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B••• O• A•••••• | B••• O• A•••••• | Charlotte | North Carolina | United States | no | n/a |
| C••• B••• | C••• B••• | Chicago | Illinois | United States | no | n/a |
| 100.0% |
| n/a |
| V•• I••••••• F••• S• L••• |
| Nov 8, 2024 | $236M | 31 | $100,000 | 200.0% | yes | V•• I••••••• F••• S• L••• |
| Mar 29, 2024 | $236M | 31 | $100,000 | 200.0% | yes | V•• I••••••• F••• S• L••• |
| Mar 23, 2023 | $262M | 19 | $100,000 | 100.0% | yes | V•• I••••••• F••• S• L••• |
| Mar 29, 2022 | $310M | 16 | $100,000 | 100.0% | yes | V•• I••••••• F••• S• L••• |
| Mar 30, 2021 | $190M | 15 | $100,000 | 100.0% | yes | V•• I••••••• F••• S• L••• |