2024-03-21 Asset Manager Code Compliance Notification Asset Manager Code Compliance Notification March 21 @ 8:00 am - June 30 @ 5:00 pm Asset Manager Code Compliance Notification
8:00 am - 5:00 pm Form ADV Annual Amendment for advisers with 3/31 FYE June 30 @ 8:00 am - 5:00 pm Form ADV Annual Amendment for advisers with 3/31 FYE
8:00 am - 5:00 pm GIPS Compliance Notification June 30 @ 8:00 am - 5:00 pm GIPS Compliance Notification
9:00 am - 5:00 pm Independence Day July 4 @ 9:00 am - 5:00 pm Independence Day July 4 holiday, EDGAR closed
2024-07-10 Form 13H Q3 Form 13H Q3 July 10 Form 13H Q3 Quarterly Filing due within 10 days of quarter end (if required)
8:00 am - 5:00 pm Form PF – Quarterly Filing 15 Day July 15 @ 8:00 am - 5:00 pm Form PF – Quarterly Filing 15 Day
8:00 am - 5:00 pm 2Q Code of Ethics Quarterly Certifications July 30 @ 8:00 am - 5:00 pm 2Q Code of Ethics Quarterly Certifications