Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843561151
SEC advisor number
801-126274
FINRA CRD number
306304
AUM ?
$245.25 mm
(as of 26 Apr 24)
Accounts
8
(as of 26 Apr 24)
Employees
4
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23