Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843389464
SEC advisor number
801-129941
FINRA CRD number
308371
AUM ?
$353.38 mm
(as of 18 Jun 24)
Accounts
2
(as of 18 Jun 24)
Employees
13
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Dec 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22