Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
844755101
SEC advisor number
801-123257
FINRA CRD number
309209
AUM ?
$293.02 mm
(as of 29 Apr 24)
Accounts
10
(as of 29 Apr 24)
Employees
5
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 May 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 May 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22