Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
952642764
SEC advisor number
801-6642
FINRA CRD number
105742
AUM ?
$64.19 bn
(as of 10 Oct 24)
Accounts
234
(as of 10 Oct 24)
Employees
423
(145 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
8 Nov 24
13F-NT
Notice of holdings reported by another manager
18 Jul 24
13F-NT
Notice of holdings reported by another manager
9 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
31 Oct 22
13F-NT
Notice of holdings reported by another manager
19 Jul 22
13F-NT
Notice of holdings reported by another manager
19 Apr 22