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advised by ROUND TABLE WEALTH MANAGEMENT
Delaware, 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 |
|---|---|---|---|---|---|---|
| Jan 17, 2020 | $15.9M | 44 | $10,000 | 700.0% | no | NORTH AVENUE HOLDINGS LLC |
| Nov 19, 2019 | $15.9M | 44 | $10,000 | 700.0% | no | NORTH AVENUE HOLDINGS LLC |
| Mar 22, 2019 | $15.9M | 44 | $10,000 | 700.0% | no | NORTH AVENUE HOLDINGS LLC |
| Oct 29, 2018 | $6.0M | 44 | $10,000 | 1600.0% | no | NORTH AVENUE HOLDINGS LLC |
| Sep 7, 2018 | $6.0M | 44 | $10,000 | 1600.0% | no | NORTH AVENUE HOLDINGS LLC |
| Aug 8, 2018 | $6.0M | 44 | $10,000 | 1600.0% | no | NORTH AVENUE HOLDINGS LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE N.A | JP MORGAN CHASE N.A | NEW YORK | New York | United States | no | n/a |