Ledger.
Investor · Chicago, IL

Custodial Trustee The Northern Trust Company

Open Custodial in the network graph →
Filings
73
SEC Form D
Connections
48
co-filers
Capital
$9.8B
across filings
Active
May 2012
to Apr 2025

Most-connected co-filers (48)

William Hunt · Red Bank, NJ65 sharedJian Sun · RED BANK, NJ65 sharedDelaware Trustee Wilmington Trust Company · WILMINGTON, DE64 sharedInvestment Manager of Issuer Burgundy Asset Management, Ltd · Toronto, Ontario, Canada52 sharedDelaware Trustee Wilmington Trust Company · Wilmington, DE50 sharedKeli Xiao · RED BANK, NJ49 sharedPaul R. Fontaine · Atlanta, GA14 sharedDavid C. Arnold · Milwaukee, WI14 sharedRichard Hunt · RED BANK, NJ13 sharedDelaware Statutory Trust Axiom Investors Trust Ii · GREENWICH, CT12 sharedHeino Von Prondzynski · St. Helier, Y912 sharedCharles R. Paxson · Laguna Beach, CA12 sharedMark Goldsmith · Burlingame, CA7 sharedChris Dimock · Cody, WY7 sharedAxiom International Investors LLC · GREENWICH, CT7 sharedAxiom Investors LLC · GREENWICH, CT7 sharedJohn D. Terry · Amarillo, TX5 sharedMark J. Lerdal · San Francisco, CA5 sharedDavid Goeddel · San Francisco, CA5 sharedRobert Schreiber · Burlingame, CA5 sharedSteven J. Samuels · Saddle Brook, NJ5 sharedJohn Diekman · Menlo Park, CA4 sharedJohn Celebi · Burlingame, CA4 sharedGwen Fyfe · Burlingame, CA4 shared

Recent filings (73)

Axiom Investors Trust II - Axiom International Small-Cap Equity FundApr 2025 · 11 co-filersBurgundy Funds, DST - Focus Asian Equity PortfolioJan 2025 · 6 co-filersBurgundy Funds, DST - Global Equity PortfolioJan 2025 · 6 co-filersBurgundy Funds DST Small/Mid Cap PortfolioJan 2025 · 7 co-filersBurgundy Funds, DST - Emerging Markets PortfolioJan 2025 · 6 co-filersAxiom Investors Trust II - Axiom International Small-Cap Equity FundApr 2024 · 11 co-filersBurgundy Funds DST Small/Mid Cap PortfolioJan 2024 · 7 co-filersBurgundy Funds, DST - Emerging Markets PortfolioJan 2024 · 6 co-filersBurgundy Funds, DST - Focus Asian Equity PortfolioJan 2024 · 6 co-filersBurgundy Funds, DST - Global Equity PortfolioJan 2024 · 6 co-filersAxiom Investors Trust II - Axiom International Small-Cap Equity FundApr 2023 · 11 co-filersBurgundy Funds, DST - Emerging Markets PortfolioJan 2023 · 6 co-filersBurgundy Funds, DST - Global Equity PortfolioJan 2023 · 6 co-filersBurgundy Funds DST Small/Mid Cap PortfolioJan 2023 · 7 co-filersBurgundy Funds, DST - Focus Asian Equity PortfolioJan 2023 · 6 co-filersAxiom Investors Trust II - Axiom International Small-Cap Equity FundApr 2022 · 11 co-filersAXIOM INTERNATIONAL OPPORTUNITY FUND LPApr 2022 · 11 co-filersBurgundy Funds, DST - Global Equity PortfolioJan 2022 · 6 co-filersBurgundy Funds, DST - Emerging Markets PortfolioJan 2022 · 6 co-filersBurgundy Funds, DST - Focus Asian Equity PortfolioJan 2022 · 6 co-filersBurgundy Funds DST Small/Mid Cap PortfolioJan 2022 · 7 co-filersAXIOM INTERNATIONAL OPPORTUNITY FUND LPApr 2021 · 11 co-filersAxiom Investors Trust II - Axiom International Small-Cap Equity FundApr 2021 · 11 co-filersBurgundy Funds, DST - Emerging Markets PortfolioJan 2021 · 6 co-filersBurgundy Funds, DST - Focus Asian Equity PortfolioJan 2021 · 6 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Custodial in the interactive graph →