Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270206929
SEC advisor number
801-70290
FINRA CRD number
150593
AUM ?
$2.38 bn
(as of 26 Mar 24)
Accounts
259
(as of 26 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Mar 24
13F-HR
Quarterly holdings report by institutional manager
6 Mar 24
13F-HR
Quarterly holdings report by institutional manager
6 Mar 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24