Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462585182
SEC advisor number
801-125724
FINRA CRD number
167761
AUM ?
$148.39 mm
(as of 12 Mar 24)
Accounts
10
(as of 12 Mar 24)
Employees
1
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
22 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22