Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-110735
FINRA CRD number
288464
AUM ?
$2.33 bn
(as of 11 Apr 24)
Accounts
2
(as of 11 Apr 24)
Employees
16
(13 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23