Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
851283046
SEC advisor number
801-119126
FINRA CRD number
309768
AUM ?
$199.96 mm
(as of 30 Mar 24)
Accounts
1
(as of 30 Mar 24)
Employees
2
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Feb 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
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21