Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-13 | Amended | $73,650,000 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2025-03-19 | Amended | $73,650,000 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2024-03-04 | Amended | $73,650,000 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2024-02-29 | Amended | $73,650,000 | $73,650,000 | Other | 06b 3C 3C.7 | SEC link |
| 2022-07-01 | New | Yet to Sell | $0 | Other | 06b 3C 3C.7 | SEC link |
| Name | Role |
|---|---|
| N/A Ep Wealth Advisors Llc | Executive |
| N/A Ep Wealth Advisors, Llc | Executive |
| Brendan W Lake | Executive |
| N/A Lehman & De Rafelo Financial Resources Llc | Executive |
| N/A Ppb Ld Mgt Llc | Executive |