Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-09 | Amended | $17,610,000 | $600,000 | Other | 06b 3C 3C.7 | SEC link |
| 2025-03-13 | Amended | $17,010,000 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2024-11-19 | Amended | $17,010,000 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2024-03-20 | Amended | $17,010,000 | $1,300,000 | Other | 06b 3C 3C.7 | SEC link |
| 2023-04-17 | Amended | $15,710,000 | $15,710,000 | Other | 06b 3C 3C.7 | SEC link |
| 2022-04-22 | New | Yet to Sell | $0 | Other | 06b 3C 3C.7 | SEC link |
| Name | Role |
|---|---|
| N/A Focus Partners Wealth, Llc | Executive |
| N/A Gratus Capital, Llc | Executive |
| Brendan W. Lake | Executive |
| N/A Ppb Trailhead Qp Mgt Llc | Executive |
| N/A The Colony Group, Llc | Executive |