Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-124695
FINRA CRD number
319618
AUM ?
$129.31 mm
(as of 25 Mar 24)
Accounts
504
(as of 25 Mar 24)
Employees
3
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
SC 13G
EHang Holdings Ltd
6 Mar 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22