Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
943050577
SEC advisor number
801-55718
FINRA CRD number
109550
AUM ?
$8.66 bn
(as of 11 Jan 24)
Accounts
502
(as of 11 Jan 24)
Employees
68
(30 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
9 Feb 24
13F-NT
Notice of holdings reported by another manager
3 Nov 23
13F-NT
Notice of holdings reported by another manager
9 Aug 23
13F-NT
Notice of holdings reported by another manager
9 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
31 Oct 22
13F-NT
Notice of holdings reported by another manager
2 Aug 22
13F-NT
Notice of holdings reported by another manager
6 May 22
13F-NT
Notice of holdings reported by another manager
9 Feb 22
13F-NT
Notice of holdings reported by another manager
5 Nov 21