Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
861184716
SEC advisor number
801-126136
FINRA CRD number
313057
AUM ?
$1.34 bn
(as of 29 Mar 24)
Accounts
9
(as of 29 Mar 24)
Employees
12
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 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