Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
812105921
SEC advisor number
801-107695
FINRA CRD number
283582
AUM ?
$694.25 mm
(as of 27 Mar 24)
Accounts
6
(as of 27 Mar 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 25
13F-HR
Quarterly holdings report by institutional manager
4 Nov 24
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22