Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
920402540
SEC advisor number
801-127041
FINRA CRD number
324248
AUM ?
$440.90 mm
(as of 27 Sep 24)
Accounts
5
(as of 27 Sep 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24