| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/28/2024 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 29 |
| of those in investment advisory functions | 14 -12.50% |
| Registration | SEC, Approved, 06/26/1997 |
| AUM* | 2,090,349,399 -3.75% |
| of that, discretionary | 2,090,349,399 -3.75% |
| Private Fund GAV* | 0 |
| Avg Account Size | 418,069,880 -3.75% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker91347P105 | Stock NameUniversal Display Corporation | $ Position$514 | % Position6.77% | $ Change | # Change |
| Stck Ticker465741106 | Stock NameItron, Inc. | $ Position$512 | % Position6.74% | $ Change | # Change |
| Stck Ticker313148306 | Stock NameFederal Agricultural Mortgage Corporation | $ Position$465 | % Position6.12% | $ Change | # Change |
| Stck Ticker052769106 | Stock NameAutodesk, Inc. | $ Position$445 | % Position5.86% | $ Change | # Change |
| Stck Ticker02361E108 | Stock NameAmeresco Inc. | $ Position$418 | % Position5.50% | $ Change | # Change |
| Stck Ticker852234103 | Stock NameSquare, Inc. | $ Position$403 | % Position5.31% | $ Change | # Change |
| Stck Ticker336433107 | Stock NameFirst Solar, Inc. | $ Position$389 | % Position5.12% | $ Change | # Change |
| Stck TickerG06242104 | Stock NameAtlassian Corporation PLC | $ Position$383 | % Position5.04% | $ Change | # Change |
| Stck Ticker87918A105 | Stock NameTeladoc Health Inc. | $ Position$363 | % Position4.78% | $ Change | # Change |
| Stck Ticker812578102 | Stock NameSeattle Genetics Inc. | $ Position$358 | % Position4.71% | $ Change | # Change |