Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-122997
FINRA CRD number
306112
AUM ?
$2.13 bn
(as of 28 Mar 24)
Accounts
23
(as of 28 Mar 24)
Employees
70
(25 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23