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.

Fund type

PRIVATE ISSUER

Latest reported GAV

$55.0Mgross asset value on Schedule D 7.B(1), as of 2020-03-30; never fund size

Peak reported GAV

$55.0M

Beneficial owners

1

Minimum investment

$0

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Florida, United States

First reported

Jun 27, 2019

Last reported

Mar 30, 2020fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

2

Fund id

805-2669300629

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fc3864b2-b582-618c-deeb-7a777d69ce94

First observed

Jun 27, 2019

Last observed

Mar 30, 2020 78 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.