Company profile
Website
Employees
SEC CIK
IRS number
912136623
SEC advisor number
801-121432
FINRA CRD number
115969
AUM ?
$259.88 mm
(as of 27 Mar 24)
Accounts
80
(as of 27 Mar 24)
Employees
2
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Feb 23