Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853416477
SEC advisor number
801-126825
FINRA CRD number
311094
AUM ?
$333.00 mm
(as of 17 Jan 24)
Accounts
31
(as of 17 Jan 24)
Employees
1
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23