Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
954597302
SEC advisor number
801-53332
FINRA CRD number
104571
AUM ?
$102.77 bn
(as of 22 May 24)
Accounts
146
(as of 22 May 24)
Employees
348
(68 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
18 Jul 24
13F-NT
Notice of holdings reported by another manager
9 Feb 24
13F-NT
Notice of holdings reported by another manager
15 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
31 Oct 22
13F-NT
Notice of holdings reported by another manager
20 Jul 22
13F-NT
Notice of holdings reported by another manager
19 Apr 22
13F-NT
Notice of holdings reported by another manager
27 Jan 22