Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
364863445
SEC advisor number
801-127267
FINRA CRD number
324043
AUM ?
$629.27 mm
(as of 29 Sep 23)
Accounts
16
(as of 29 Sep 23)
Employees
6
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
SC 13G/A
MUELLER INDUSTRIES INC
12 Jan 24
SC 13G/A
TAIWAN FUND INC
12 Jan 24
SC 13G/A
Mayville Engineering Company, Inc.
12 Jan 24
SC 13G/A
CSW INDUSTRIALS, INC.
12 Jan 24
SC 13G/A
TORTOISE ENERGY INFRASTRUCTURE CORP
12 Jan 24
SC 13G/A
Nomad Foods Ltd
12 Jan 24
SC 13G/A
ACCO BRANDS Corp
12 Jan 24
SC 13G/A
MORGAN STANLEY INDIA INVESTMENT FUND, INC.
12 Jan 24
SC 13G/A
Spectrum Brands Holdings, Inc.
12 Jan 24