Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
752891899
SEC advisor number
801-57980
FINRA CRD number
108561
AUM ?
$68.65 bn
(as of 29 Mar 24)
Accounts
217
(as of 29 Mar 24)
Employees
21
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23