DFX Intelligence
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advised by L••••••• EQUITY 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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Oct 1, 2016 | $4.4M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BANK OF AMERICA | BANK OF AMERICA | Hartford | Connecticut | United States | no | n/a |
| J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES LLC | Boston | Massachusetts | United States | no | n/a |
| MERRILL LYNCH WEALTH MANAGEMENT | MERRILL LYNCH WEALTH MANAGEMENT | SAN FRANCISCO |
| $0 |
| 100.0% |
| yes |
| L••••••• I•• P••••••••• X• L••• |
| Sep 20, 2016 | $4.4M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Sep 20, 2016 | $4.4M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Aug 10, 2016 | $4.4M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Jul 15, 2016 | $4.4M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Mar 30, 2016 | $4.4M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Aug 26, 2015 | $9.0M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Jul 31, 2015 | $9.0M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Mar 31, 2015 | $9.0M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Aug 22, 2014 | $11.0M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Mar 28, 2014 | $11.0M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• X• L••• |
| Aug 5, 2013 | $13.1M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• L••• |
| Apr 1, 2013 | $13.1M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• L••• |
| Aug 8, 2012 | $14.9M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• L••• |
| Apr 17, 2012 | $14.9M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• L••• |
| Mar 30, 2012 | $14.9M | 1 | $0 | 100.0% | yes | L••••••• I•• P••••••••• L••• |
| United States |
| no |
| n/a |
| MORGAN STANLEY PRIVATE WEALTH MANAGEMENT | MORGAN STANLEY PRIVATE WEALTH MANAGEMENT | Boston | Massachusetts | United States | no | n/a |
| UBS GLOBAL ASSET MANAGEMENT | UBS GLOBAL ASSET MANAGEMENT | NEW YORK | New York | United States | no | n/a |