Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2025-03-24 | Amended | $88,955,903 | $4,170,015 | Other | 06b 3C 3C.1 | SEC link |
| 2024-03-22 | Amended | $84,785,888 | $234,727 | Other | 06b 3C 3C.1 | SEC link |
| 2023-03-22 | Amended | $84,551,161 | $3,529,029 | Other | 06b 3C 3C.1 | SEC link |
| 2022-03-22 | Amended | $81,022,132 | $401,244 | Other | 06b 3C 3C.1 | SEC link |
| 2021-03-22 | Amended | $80,620,888 | $4,017,952 | Other | 06b 3C 3C.1 | SEC link |
| 2020-03-20 | Amended | $76,602,936 | $1,151,147 | Other | 06b 3C 3C.1 | SEC link |
| 2019-03-22 | Amended | $75,451,789 | $1,371,800 | Other | 06b 3C 3C.1 | SEC link |
| 2018-03-22 | Amended | $74,079,989 | $8,661,500 | Other | 06b 3C 3C.1 | SEC link |
| 2016-03-24 | Amended | $57,981,089 | $913,671 | Other | 06b 3C.1 3C | SEC link |
| 2015-03-26 | Amended | $57,067,418 | $9,449,672 | Other | 06b 3C 3C.1 | SEC link |
| 2014-03-26 | Amended | $47,617,746 | $3,077,792 | Other | 06b 3C 3C.1 | SEC link |
| 2013-03-27 | Amended | $44,539,954 | $2,693,334 | Other | 06 3C 3C.1 | SEC link |
| 2012-03-28 | New | $41,846,620 | $41,846,620 | Other | 06 3C 3C.1 | SEC link |
| Name | Role |
|---|---|
| Tobin Jackson Dayton | Director |
| Thomas Butler Doran | Director |
| James Heywood Field | Director, 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 |