Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-24 | Amended | $83,556,870 | $1,315,640 | Other | 06b 3C 3C.1 | SEC link |
| 2024-03-22 | Amended | $82,241,230 | $1,812,581 | Other | 06b 3C 3C.1 | SEC link |
| 2023-03-22 | Amended | $80,428,649 | $1,961,248 | Other | 06b 3C 3C.1 | SEC link |
| 2022-03-22 | Amended | $78,467,401 | $4,754,972 | Other | 06b 3C 3C.1 | SEC link |
| 2021-03-22 | Amended | $73,712,429 | $3,374,236 | Other | 06b 3C 3C.1 | SEC link |
| 2020-03-20 | Amended | $70,338,193 | $523,625 | Other | 06b 3C 3C.1 | SEC link |
| 2019-03-22 | Amended | $69,814,568 | $577,600 | Other | 06b 3C 3C.1 | SEC link |
| 2018-03-22 | Amended | $69,236,968 | $8,795,640 | Other | 06b 3C 3C.1 | SEC link |
| 2017-03-22 | Amended | $60,441,328 | $6,257,392 | Other | 06b 3C.1 3C | SEC link |
| 2016-03-24 | Amended | $54,183,936 | $17,377,637 | Other | 06b 3C.1 3C | SEC link |
| 2015-03-26 | Amended | $36,806,299 | $6,588,600 | Other | 06b 3C 3C.1 | SEC link |
| 2014-06-25 | Amended | $30,217,699 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2014-03-26 | Amended | $30,217,699 | $4,363,899 | Other | 06b 3C 3C.1 | SEC link |
| 2013-03-27 | Amended | $25,853,800 | $0 | Other | 06 3C 3C.1 | SEC link |
| 2012-03-28 | New | $25,853,800 | $25,853,800 | 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 |