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

LD LOWE WEALTH ADVISORYCRD 136596

Fund type

HOSPICE

Latest reported GAV

$200,000gross asset value on Schedule D 7.B(1), as of 2015-10-22; never fund size

Peak reported GAV

$200,000

Beneficial owners

10

Minimum investment

$25,883

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Texas, United States

First reported

Jul 24, 2015

Last reported

Oct 22, 2015fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

2

Fund id

805-4150816557

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f8c7fb59-cbe4-83b9-cf84-a72ac1d909c1

First observed

Jul 24, 2015

Last observed

Oct 22, 2015 132 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.