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

CONCENTRIC WEALTH ADVISORS LLCCRD 281979

Fund type

Hedge Fund

Latest reported GAV

$4.9Mgross asset value on Schedule D 7.B(1), as of 2017-09-01; never fund size

Peak reported GAV

$6.0M

Beneficial owners

2

Minimum investment

$50,000

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Oregon, United States

First reported

Mar 31, 2017

Last reported

Sep 1, 2017fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

2

Fund id

805-1514329402

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f243b1fb-3a30-55c8-141b-043f6f3bf8d0

First observed

Mar 31, 2017

Last observed

Sep 1, 2017 110 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.