Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-24 | Amended | $261,864,944 | $4,812,775 | Other | 06b 3C 3C.1 | SEC link |
| 2024-03-22 | Amended | $257,052,169 | $1,036,387 | Other | 06b 3C 3C.1 | SEC link |
| 2023-03-22 | Amended | $256,015,782 | $19,618,120 | Other | 06b 3C 3C.1 | SEC link |
| 2022-03-22 | Amended | $236,397,662 | $11,963 | Other | 06b 3C 3C.1 | SEC link |
| 2021-03-22 | Amended | $236,385,699 | $7,205,034 | Other | 06b 3C 3C.1 | SEC link |
| 2020-03-20 | Amended | $229,180,665 | $2,150,276 | Other | 06b 3C 3C.1 | SEC link |
| 2019-03-22 | Amended | $227,030,389 | $10,865,404 | Other | 06b 3C 3C.1 | SEC link |
| 2018-03-22 | Amended | $216,164,985 | $33,060,003 | Other | 06b 3C 3C.1 | SEC link |
| 2017-04-20 | Amended | $183,104,982 | $0 | Other | 06b 3C.1 3C | SEC link |
| 2016-03-24 | Amended | $173,153,941 | $6,683,343 | Other | 06b 3C.1 3C | SEC link |
| 2015-03-26 | Amended | $166,470,598 | $23,642,572 | Other | 06b 3C 3C.1 | SEC link |
| 2014-06-25 | Amended | $142,828,026 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2014-03-26 | Amended | $142,828,026 | $13,721,322 | Other | 06b 3C 3C.1 | SEC link |
| 2013-03-27 | Amended | $129,106,704 | $23,245,675 | Other | 06 3C 3C.1 | SEC link |
| 2012-03-28 | New | $105,861,029 | $105,861,029 | 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 |