Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
451604837
SEC advisor number
801-128441
FINRA CRD number
156280
AUM ?
$181.84 mm
(as of 18 Mar 24)
Accounts
2
(as of 18 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Feb 22