Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-122904
FINRA CRD number
317522
AUM ?
$3.56 bn
(as of 30 Mar 24)
Accounts
8
(as of 30 Mar 24)
Employees
53
(37 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22