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advised by CONNORS INVESTOR SERVICES INC
Pennsylvania, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Oct 22, 2024 | $24.8M | 78 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Sep 18, 2024 | $24.8M | 78 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jan 12, 2024 | $24.8M | 78 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jul 10, 2023 | $26.0M | 85 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jul 10, 2023 | $26.0M | 85 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 30, 2023 | $26.0M | 85 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Nov 4, 2022 | $32.3M | 88 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Apr 30, 2022 | $32.3M | 88 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 31, 2022 | $32.3M | 88 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| May 10, 2021 | $30.0M | 89 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Apr 1, 2021 | $30.0M | 89 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jun 29, 2020 | $27.3M | 89 | $100,000 | 800.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 31, 2020 | $27.3M | 89 | $100,000 | 800.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jul 24, 2019 | $26.7M | 91 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Apr 8, 2019 | $26.7M | 91 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 28, 2019 | $26.7M | 91 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Nov 6, 2018 | $29.0M | 92 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| May 18, 2018 | $29.0M | 92 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 20, 2018 | $29.0M | 92 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jul 24, 2017 | $28.8M | 94 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jul 12, 2017 | $28.8M | 94 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 25, 2017 | $28.8M | 94 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Jan 4, 2017 | $26.1M | 97 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Nov 30, 2016 | $26.1M | 97 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 29, 2016 | $26.1M | 97 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 30, 2015 | $25.0M | 95 | $100,000 | 100.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 31, 2014 | $24.4M | 99 | $100,000 | 200.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 27, 2013 | $21.0M | 95 | $100,000 | 200.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Mar 30, 2012 | $19.8M | 97 | $100,000 | 0.0% | yes | CIS BALANCED INVESTMENT PARTNERS |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |