Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-128870
FINRA CRD number
328190
AUM ?
$249.13 mm
(as of 1 Mar 24)
Accounts
1
(as of 1 Mar 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22