Company profile
Employees
Fiscal year end
SEC CIK
IRS number
203861338
SEC advisor number
801-119080
FINRA CRD number
309780
AUM ?
$2.07 bn
(as of 15 Mar 24)
Accounts
1
(as of 15 Mar 24)
Employees
17
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
16 Jun 23
13F-HR
Quarterly holdings report by institutional manager
16 Jun 23
13F-HR
Quarterly holdings report by institutional manager
16 Jun 23
13F-HR
Quarterly holdings report by institutional manager
16 Jun 23
13F-HR
Quarterly holdings report by institutional manager
16 Jun 23
13F-HR
Quarterly holdings report by institutional manager
16 Jun 23