Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-54739
FINRA CRD number
231
AUM ?
$6.12 bn
(as of 28 Mar 24)
Accounts
3,853
(as of 28 Mar 24)
Employees
303
(94 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
29 Jan 24
13F-NT
Notice of holdings reported by another manager
24 Oct 23
13F-NT
Notice of holdings reported by another manager
3 Aug 23
13F-NT
Notice of holdings reported by another manager
9 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
11 May 22
13F-NT
Notice of holdings reported by another manager
11 Feb 22
13F-NT
Notice of holdings reported by another manager
12 Nov 21