Company profile
Website
Employees
SEC CIK
IRS number
861309512
SEC advisor number
801-119066
FINRA CRD number
309760
AUM ?
$250.10 mm
(as of 2 Jan 25)
Accounts
1,153
(as of 2 Jan 25)
Employees
7
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Jan 25
13F-HR
Quarterly holdings report by institutional manager
11 Oct 24
13F-HR
Quarterly holdings report by institutional manager
9 Jul 24
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22