Investment consultant
This firm's name, 20 more advisory clients, 181 more other clients, 397 more Schedule C rows and 25 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- Newspaper and Mail Deliverers' Publishers' Pension Fund General consultantthrough May 31, 2025 Form 5500
- Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund General consultantthrough Dec 31, 2024 Form 5500
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund General consultantActuarythrough Dec 31, 2024 Form 5500
+20 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- Laborers Local 235 Pension Fund Actuarythrough Dec 31, 2025
- International Association Pension Plan Actuarythrough Dec 31, 2025
- Local 91 Pension Fund Actuarythrough Dec 31, 2025
+181 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Liuna Staff and Affiliates Pension Fund | 2025 | 11 16 53 | NONE | $366,159 |
| Liuna National (industrial) Pension Fund | 2025 | 11 16 17 50 | NONE | $269,687 |
| Carpenters Labor-Management Pension Plan | 2025 | 11 16 | NONE | $221,736 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
+25 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.