Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260132146
SEC advisor number
801-120220
FINRA CRD number
283692
AUM ?
$552.38 mm
(as of 8 Mar 24)
Accounts
5
(as of 8 Mar 24)
Employees
3
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22