Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-24 | Amended | $206,386,646 | $15,173,617 | Other | 06b 3C 3C.1 | SEC link |
| 2024-03-22 | Amended | $191,213,029 | $1,870,835 | Other | 06b 3C 3C.1 | SEC link |
| 2023-03-22 | Amended | $189,342,194 | $15,214,949 | Other | 06b 3C 3C.1 | SEC link |
| 2022-03-22 | Amended | $174,127,245 | $5,543,239 | Other | 06b 3C 3C.1 | SEC link |
| 2021-03-22 | Amended | $168,584,006 | $3,458,753 | Other | 06b 3C 3C.1 | SEC link |
| 2020-03-20 | Amended | $165,125,253 | $331,368 | Other | 06b 3C 3C.1 | SEC link |
| 2019-03-22 | Amended | $164,793,885 | $2,742,441 | Other | 06b 3C 3C.1 | SEC link |
| 2018-03-22 | Amended | $162,051,444 | $18,977,944 | Other | 06b 3C 3C.1 | SEC link |
| 2017-03-22 | Amended | $143,073,500 | $6,679,858 | Other | 06b 3C.1 3C | SEC link |
| 2015-03-26 | Amended | $126,194,828 | $23,896,048 | Other | 06b 3C 3C.1 | SEC link |
| 2014-03-26 | Amended | $102,298,780 | $7,812,811 | Other | 06b 3C 3C.1 | SEC link |
| 2013-03-27 | Amended | $94,485,969 | $8,942,035 | Other | 06 3C 3C.1 | SEC link |
| 2012-03-28 | New | $85,543,934 | $85,543,934 | 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 |