Investment consultant
This firm's name, 3 more advisory clients, 80 more Schedule C rows and 17 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
- The Cultural Institutions Pension Plan Investment adviser (plan)through Jun 30, 2024 Form 5500
- Retirement Plan for Great Dane LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Henry Crown and Company Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 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
- Northshore University Healthsystem Pension Plan Trusteethrough Dec 31, 2022
- Northwest Community Hospital Employees Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Retirement Income Plan for Employees of the Rockefeller Foundation | 2025 | 28 51 61 62 68 | NONE | $112,526 |
| Aomc Pension Plan for Non-Union Employees | 2025 | 51 | NONE | $58,997 |
| Mayo Pension Plan | 2024 | 28 51 | NONE | $2.2M |
+80 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
+17 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.