Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
862769060
SEC advisor number
801-128448
FINRA CRD number
316649
AUM ?
$400.28 mm
(as of 17 Apr 24)
Accounts
3
(as of 17 Apr 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
SC 13G
KalVista Pharmaceuticals, Inc.
12 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
Quarterly holdings report by institutional manager
9 Feb 23