E Six Thirteen is an investment advisor in Covington with $429.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260864100
SEC advisor number
801-110924
FINRA CRD number
158200
AUM ?
$429.77 mm
(as of 18 Oct 22)
Accounts
289
(as of 18 Oct 22)
Employees
11
(7 investment advisory or research)
Address
E Six Thirteen
2895 HIGHWAY 190
SUITE 232
MANDEVILLE
IN 70471
2895 HIGHWAY 190
SUITE 232
MANDEVILLE
IN 70471
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
(985) 727-0770
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dunavant, Eric, Lee | Managing Member and President | 08/2007 | < 5% |
Tackett, Sandra, E | President of Operations and Chief Compliance Officer | 09/2019 | < 5% |
Stoner, William, Andrew | Chief Investment Officer and Director of Family Offices | 10/2019 | < 5% |
Paradiem Holding Company LLC | Managing Member | 01/2022 | > 75% |
Dunavant, Eric, Lee | Managing Member, Owner | 01/2022 | > 75% |
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
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21