Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832064784
SEC advisor number
801-114002
FINRA CRD number
298593
AUM ?
$2.19 bn
(as of 20 Feb 24)
Accounts
149
(as of 20 Feb 24)
Employees
22
(12 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Aug 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22