Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-126268
FINRA CRD number
315314
AUM ?
$9.09 bn
(as of 29 Jun 22)
Accounts
3
(as of 29 Jun 22)
Employees
17
(14 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 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/A
Quarterly holdings report by institutional manager (amended)
24 Feb 22
13F-HR
Quarterly holdings report by institutional manager
24 Feb 22