Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-118194
FINRA CRD number
304423
AUM ?
$7.82 bn
(as of 29 Sep 21)
Accounts
10
(as of 29 Sep 21)
Employees
10
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
10 May 24
13F-NT
Notice of holdings reported by another manager
9 Feb 24
13F-NT
Notice of holdings reported by another manager
9 Nov 23
13F-NT
Notice of holdings reported by another manager
8 Aug 23
13F-NT
Notice of holdings reported by another manager
10 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
13F-NT
Notice of holdings reported by another manager
10 Nov 22
13F-NT
Notice of holdings reported by another manager
9 Aug 22
13F-NT
Notice of holdings reported by another manager
12 May 22
13F-NT
Notice of holdings reported by another manager
9 Feb 22