Mosby Lincoln LC
- Assets, Funds, Holdings
| Mosby Lincoln LC
|
| CRD # | 107135 |
| SEC # | 801-43756 |
| CIK # | |
| AUM |
|
| Employees |
2 (100% Investors, 0% Brokers)
|
| Phone | 316-261-5301 |
| Address | 7309 E 21St, Suite 120
Wichita, KS 67206-1178 |
| Source |
[IAPD]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| Other |
40 |
2012-03-27
|
|
2.3 M |
| Other |
Falcon Fund |
[2012-03-27]
|
0.5 M |
70.8 M |
|
Offered $454,832 · Filed 2016-01-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100 · Duration One year or less · Net Assets $50,000,001 - $100,000,000
|
| Other |
GAR76 |
[2012-03-27]
|
0.9 M |
166.8 M |
|
Offered $940,190 · Filed 2016-01-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100 · Duration One year or less · Net Assets Over $100,000,000
|
| LF |
Net Venture |
[2012-03-27]
|
0.5 M |
71.8 M |
|
Offered $545,317 · Filed 2016-01-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100 · Duration One year or less · Net Assets $50,000,001 - $100,000,000
|
| Other |
Oglas Associates |
2012-03-27
|
|
18.6 M |
| LF |
Solkim Associates |
2012-03-27
|
|
17.4 M |
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
8.4 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
5 |
345.5 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
6 |
353.9 |
| By Discretionary |
| Discretionary |
6 |
353.9 |
| Non-Discretionary |
0 |
0.0 |
| Total |
6 |
353.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
353.9 |
| Total |
6 |
353.9 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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