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advised by CYPRESS WEALTH MANAGEMENT
Illinois, 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 |
|---|---|---|---|---|---|---|
| Dec 4, 2024 | $98.9M | 12 | $25,000 | 0.0% | yes | CHG-NONAME CAPITAL LLC |
| Jul 30, 2024 | $98.9M | 12 | $25,000 | 0.0% | yes | CHG-NONAME CAPITAL LLC |
| Mar 26, 2024 | $98.9M | 12 | $25,000 | 0.0% | yes | CHG-NONAME CAPITAL LLC |
| Nov 17, 2023 | $90.0M | 12 | $25,000 | 0.0% | no | CHG-NONAME CAPITAL LLC |
| Sep 22, 2023 | $90.0M | 12 | $25,000 | 0.0% | no | CHG-NONAME CAPITAL LLC |
| Sep 8, 2023 | $90.0M | 12 | $25,000 | 0.0% | no | CHG-NONAME CAPITAL LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| TRISTATE CAPITAL BANK | TRISTATE CAPITAL BANK | Pittsburgh | Pennsylvania | United States | no | n/a |