Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-12-08 | Amended | $8,350,000 | $0 | Equity Only | 3C.1 06b 3C | SEC link |
| 2024-12-18 | Amended | $8,350,000 | $0 | Other | 06b | SEC link |
| 2023-12-21 | Amended | $8,350,000 | $0 | Other | 06b | SEC link |
| 2023-03-23 | Amended | $8,350,000 | $500,000 | Other | 06b | SEC link |
| 2020-12-14 | Amended | $7,850,000 | $0 | Other | 06b | SEC link |
| 2019-12-13 | Amended | $7,850,000 | $200,000 | Other | 06b | SEC link |
| 2018-12-12 | Amended | $7,650,000 | $0 | Other | 06b | SEC link |
| 2017-12-12 | Amended | $7,650,000 | $0 | Other | 06b | SEC link |
| 2016-12-12 | Amended | $7,650,000 | $2,650,000 | Other | 06b | SEC link |
| 2015-12-11 | New | $5,000,000 | $5,000,000 | Other | 06b | SEC link |
| Name | Role |
|---|---|
| Michael Clarke | Director |
| N/A Clarke Capital Management, Inc. | Executive |
| N/A O'brien Investment Group Llc | Executive |
| John W. O'brien, Jr. | Executive |
| Jeffrey C. Olson | Executive |
| Andrew F. Owens | Executive |
| Michael G. Stendler | Executive |
| David G. Wesolowicz | Executive |