Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202096097
SEC advisor number
801-47147
FINRA CRD number
109945
AUM ?
$209.20 mm
(as of 28 Mar 24)
Accounts
2
(as of 28 Mar 24)
Employees
17
(17 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 25
13F-HR
Quarterly holdings report by institutional manager
15 Oct 24
13F-HR
Quarterly holdings report by institutional manager
11 Jul 24
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22