Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-120508
FINRA CRD number
312203
AUM ?
$7.88 bn
(as of 29 Mar 24)
Accounts
20
(as of 29 Mar 24)
Employees
53
(28 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23