Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-110882
FINRA CRD number
288560
AUM ?
$2.33 bn
(as of 2 Oct 23)
Accounts
4
(as of 2 Oct 23)
Employees
25
(18 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G
PORTLAND GENERAL ELECTRIC CO /OR/
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22