Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843419878
SEC advisor number
801-118089
FINRA CRD number
306709
AUM ?
$1.82 bn
(as of 28 Mar 24)
Accounts
6
(as of 28 Mar 24)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
SC 13G
LandBridge Co LLC
14 Feb 25
13F-HR
Quarterly holdings report by institutional manager
14 Feb 25
13F-HR
Quarterly holdings report by institutional manager
14 Nov 24
SC 13G/A
Array Technologies, Inc.
12 Nov 24
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
SC 13G
LandBridge Co LLC
8 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
SC 13G/A
Spirit AeroSystems Holdings, Inc.
13 Feb 24
SC 13G/A
CSI Compressco LP
13 Feb 24