Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
134045673
SEC advisor number
801-60374
FINRA CRD number
113608
AUM ?
$90.19 bn
(as of 29 Mar 24)
Accounts
253
(as of 29 Mar 24)
Employees
182
(116 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
13 May 22