Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
825069662
SEC advisor number
801-126531
FINRA CRD number
298500
AUM ?
$104.40 mm
(as of 16 Feb 24)
Accounts
3
(as of 16 Feb 24)
Employees
5
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23