Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-24 | Amended | $343,520,897 | $12,816,000 | Other | 06b 3C 3C.7 | SEC link |
| 2024-03-22 | Amended | $330,704,897 | $14,521,896 | Other | 06b 3C 3C.7 | SEC link |
| 2023-03-22 | Amended | $316,183,001 | $17,146,700 | Other | 06b 3C 3C.7 | SEC link |
| 2022-03-22 | Amended | $299,036,301 | $6,211,700 | Other | 06b 3C 3C.7 | SEC link |
| 2021-03-22 | Amended | $292,824,601 | $5,468,300 | Other | 06b 3C 3C.7 | SEC link |
| 2020-03-20 | Amended | $287,356,301 | $21,391,300 | Other | 06b 3C 3C.7 | SEC link |
| 2019-03-22 | Amended | $265,965,001 | $10,550,957 | Other | 06b 3C 3C.7 | SEC link |
| 2018-03-22 | Amended | $255,414,044 | $17,101,800 | Other | 06b 3C 3C.7 | SEC link |
| 2017-03-22 | Amended | $238,312,244 | $7,304,280 | Other | 06b 3C.7 3C | SEC link |
| 2016-03-24 | Amended | $231,007,964 | $19,361,723 | Other | 06b 3C.7 3C | SEC link |
| 2015-03-26 | Amended | $211,646,241 | $16,414,500 | Other | 06b 3C 3C.7 | SEC link |
| 2014-06-25 | Amended | $195,231,741 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2014-03-26 | Amended | $195,231,741 | $17,695,700 | Other | 06b 3C 3C.7 | SEC link |
| 2013-03-27 | Amended | $177,536,041 | $29,272,605 | Other | 06 3C 3C.7 | SEC link |
| 2012-03-28 | New | $148,263,436 | $148,263,436 | Other | 06 3C 3C.7 | 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 |
| Scott Michael Russett | Executive |
| Dennis John Santos | Director |
| Sherry Van Zee | Executive |
| Corinne S. Whelan | Executive |