Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-61860
FINRA CRD number
125142
AUM ?
$19.94 bn
(as of 23 Jul 24)
Accounts
22
(as of 23 Jul 24)
Employees
435
(26 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 May 24
13F-NT
Notice of holdings reported by another manager
13 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
11 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
20 May 22
13F-NT
Notice of holdings reported by another manager
14 Feb 22