Company profile
Website
Employees
SEC CIK
IRS number
541211118
SEC advisor number
801-18054
FINRA CRD number
111113
AUM ?
$12.16 bn
(as of 17 Oct 24)
Accounts
1,027
(as of 17 Oct 24)
Employees
79
(36 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24