Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471824967
SEC advisor number
801-123657
FINRA CRD number
173690
AUM ?
$227.39 mm
(as of 29 Mar 24)
Accounts
2
(as of 29 Mar 24)
Employees
4
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23