Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
752873095
SEC advisor number
801-57641
FINRA CRD number
111838
AUM ?
$8.22 bn
(as of 22 Jul 24)
Accounts
4,038
(as of 22 Jul 24)
Employees
116
(89 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Aug 24
13F-NT
Notice of holdings reported by another manager
15 May 24
13F-NT
Notice of holdings reported by another manager
14 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
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
16 May 22