Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-80050
FINRA CRD number
166012
AUM ?
$1.03 bn
(as of 29 Mar 24)
Accounts
22
(as of 29 Mar 24)
Employees
15
(9 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 May 22