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advised by HUTNER CAPITAL MANAGEMENT INC.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 29, 2024 | $39.4M | 48 | $50,000 | 2100.0% | yes | AVALON PARTNERS, L.P. |
| Mar 30, 2023 | $35.4M | 48 | $50,000 | 2100.0% | yes | AVALON PARTNERS, L.P. |
| Mar 30, 2022 | $39.4M | 52 | $50,000 | 2000.0% | yes | AVALON PARTNERS, L.P. |
| Mar 31, 2021 | $32.2M | 52 | $50,000 | 1800.0% | yes | AVALON PARTNERS, L.P. |
| Jun 30, 2020 | $30.9M | 55 | $50,000 | 1800.0% | yes | AVALON PARTNERS, L.P. |
| Mar 30, 2020 | $30.9M | 55 | $50,000 | 1800.0% | yes | AVALON PARTNERS, L.P. |
| Apr 1, 2019 | $27.1M | 63 | $50,000 | 1600.0% | yes | AVALON PARTNERS, L.P. |
| Mar 30, 2018 | $29.2M | 64 | $250,000 | 1500.0% | yes | AVALON PARTNERS, L.P. |
| Mar 31, 2017 | $24.7M | 63 | $250,000 | 1400.0% | yes | AVALON PARTNERS, L.P. |
| Mar 29, 2016 | $23.2M | 64 | $250,000 | 1400.0% | yes | AVALON PARTNERS, L.P. |
| Mar 31, 2015 | $23.8M | 63 | $250,000 | 1300.0% | yes | AVALON PARTNERS, L.P. |
| Mar 28, 2014 | $21.3M | 63 | $250,000 | 1300.0% | yes | AVALON PARTNERS, L.P. |
| Jun 28, 2012 | $15.4M | 59 | $250,000 | 1000.0% | yes | AVALON PARTNERS, L.P. |
| Jun 21, 2012 | $15.4M | 59 | $250,000 | 1000.0% | yes | AVALON PARTNERS, L.P. |
| Apr 2, 2012 | $15.4M | 59 | $250,000 | 1000.0% | yes | AVALON PARTNERS, L.P. |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON, NATIONAL ASSOCIATION | BNY MELLON, NATIONAL ASSOCIATION | Pittsburgh | Pennsylvania | United States | no | n/a |
| PERSHING ADVISOR SOLUTIONS LLC | PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY | New Jersey | United States | no | 8-47425 |