Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-24 | Amended | $250,663,260 | $9,242,500 | Other | 06b 3C 3C.7 | SEC link |
| 2024-03-22 | Amended | $241,420,760 | $11,043,630 | Other | 06b 3C 3C.7 | SEC link |
| 2023-03-22 | Amended | $230,377,130 | $5,059,101 | Other | 06b 3C 3C.7 | SEC link |
| 2022-03-22 | Amended | $225,318,029 | $2,206,045 | Other | 06b 3C 3C.7 | SEC link |
| 2021-03-22 | Amended | $223,111,984 | $16,027,200 | Other | 06b 3C 3C.7 | SEC link |
| 2020-03-20 | Amended | $207,084,784 | $8,786,400 | Other | 06b 3C 3C.7 | SEC link |
| 2019-03-22 | Amended | $198,298,384 | $8,161,600 | Other | 06b 3C 3C.7 | SEC link |
| 2018-03-22 | Amended | $190,136,784 | $2,975,000 | Other | 06b 3C 3C.7 | SEC link |
| 2017-03-22 | Amended | $187,161,784 | $17,761,471 | Other | 06b 3C.7 3C | SEC link |
| 2016-03-24 | Amended | $169,400,313 | $7,176,959 | Other | 06b 3C.1 3C | SEC link |
| 2015-03-26 | Amended | $162,223,354 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2015-01-20 | Amended | $162,223,354 | $3,272,100 | Other | 06b 3C 3C.1 | SEC link |
| 2014-06-25 | Amended | $158,951,254 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2014-03-26 | Amended | $158,951,254 | $10,341,200 | Other | 06b 3C 3C.1 | SEC link |
| 2013-03-27 | Amended | $148,610,054 | $19,360,419 | Other | 06 3C 3C.1 | SEC link |
| 2012-03-28 | New | $129,249,635 | $129,249,635 | 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 |