Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
364863445
SEC advisor number
801-127267
FINRA CRD number
324043
AUM ?
$663.63 mm
(as of 28 Mar 24)
Accounts
16
(as of 28 Mar 24)
Employees
5
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
SC 13G/A
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SC 13G/A
TORTOISE ENERGY INFRASTRUCTURE CORP
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SC 13G/A
Nomad Foods Ltd
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SC 13G/A
ACCO BRANDS Corp
12 Jan 24
SC 13G/A
MORGAN STANLEY INDIA INVESTMENT FUND, INC.
12 Jan 24