Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
372005153
SEC advisor number
801-122220
FINRA CRD number
312557
AUM ?
$2.91 bn
(as of 29 Mar 23)
Accounts
59
(as of 29 Mar 23)
Employees
13
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22