Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-24 | Amended | $331,766,935 | $7,440,200 | Other | 06b 3C 3C.7 | SEC link |
| 2024-03-22 | Amended | $324,326,735 | $14,111,685 | Other | 06b 3C 3C.7 | SEC link |
| 2023-03-22 | Amended | $310,215,050 | $31,658,600 | Other | 06b 3C 3C.7 | SEC link |
| 2022-03-22 | Amended | $278,556,450 | $32,003,743 | Other | 06b 3C 3C.7 | SEC link |
| 2021-03-22 | Amended | $246,552,707 | $11,779,631 | Other | 06b 3C 3C.7 | SEC link |
| 2020-03-20 | Amended | $234,773,076 | $18,926,000 | Other | 06b 3C 3C.7 | SEC link |
| 2019-03-22 | Amended | $215,847,076 | $18,826,700 | Other | 06b 3C 3C.7 | SEC link |
| 2018-03-22 | Amended | $197,020,376 | $10,649,100 | Other | 06b 3C 3C.7 | SEC link |
| 2017-03-22 | Amended | $186,371,276 | $10,398,599 | Other | 06b 3C.7 3C | SEC link |
| 2016-03-24 | Amended | $175,972,677 | $54,043,706 | Other | 06b 3C.1 3C | SEC link |
| 2015-03-26 | Amended | $121,928,971 | $29,966,550 | Other | 06b 3C 3C.1 | SEC link |
| 2014-06-25 | Amended | $91,962,421 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2014-03-26 | Amended | $91,962,421 | $14,576,600 | Other | 06b 3C 3C.1 | SEC link |
| 2013-03-27 | Amended | $77,385,821 | $12,455,871 | Other | 06 3C 3C.1 | SEC link |
| 2012-03-28 | New | $64,929,950 | $64,929,950 | Other | 06 3C 3C.1 | SEC link |
| Name | Role |
|---|---|
| Tobin Jackson Dayton | Director |
| Thomas Butler Doran | Director |
| James Heywood Field | Director, Executive |
| Stacy Kleven | Executive |
| Steven Guy Lentz | Executive |
| Douglas A. Neimann | Director, Executive |
| Okabena Investment Services, Inc. Okabena Investment Services, Inc. | Executive |
| N/A Okabena Investment Services, Inc. | Executive |
| Scott Michael Russett | Executive |
| Dennis John Santos | Director |
| Sherry Van Zee | Executive |
| Corinne S. Whelan | Executive |