Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
834383600
AUM ?
$400.00 mm
(as of 30 Mar 22)
Accounts
4
(as of 30 Mar 22)
Employees
3
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 6:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lu, Li, NMN | Managing Member & Chief Compliance Officer | 04/2019 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
8 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
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23