Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
752578511
SEC advisor number
801-72104
FINRA CRD number
156078
AUM ?
$36.79 bn
(as of 29 Mar 24)
Accounts
113
(as of 29 Mar 24)
Employees
302
(116 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
10 Aug 22
13F-NT
Notice of holdings reported by another manager
12 May 22
13F-NT
Notice of holdings reported by another manager
7 Feb 22
13F-NT
Notice of holdings reported by another manager
26 Oct 21
13F-NT
Notice of holdings reported by another manager
17 Aug 21
13F-NT
Notice of holdings reported by another manager
14 May 21
13F-NT
Notice of holdings reported by another manager
16 Feb 21
13F-NT
Notice of holdings reported by another manager
16 Nov 20
13F-NT
Notice of holdings reported by another manager
14 Aug 20
13F-NT
Notice of holdings reported by another manager
15 May 20