This firm's name, 33 more advisory clients, 84 more Schedule C rows and 13 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.

Investment consultant

unclassified

This firm's name, 33 more advisory clients, 84 more Schedule C rows and 13 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.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

36 allocators

Midwest Pension Plan General consultantthrough Dec 31, 2025 Form 5500
Bricklayers & Trowel Trades International Pension Fund General consultantthrough Dec 31, 2025 Form 5500
Local 1102 Amalgamated Pension Fund General consultantthrough Dec 31, 2025 Form 5500

+33 more advisory clients

Every name, record and relationship behind this count, with the source on each.

87 rows, $8.2M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Midwest Pension Plan	2025	16	NONE	$99,605
Bricklayers & Trowel Trades International Pension Fund	2025	16 49 50	NONE	$84,687
Teamsters' Local 301 Pension Plan	2025	15 16	NONE	$76,742

+84 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Dec 31, 2025Consultant changedinferenceLocal 1102 Amalgamated Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLumber Employees Local 786 Retirement Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLocal 808 Ibt Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePlumbers' Pension Fund, Local 130, U.A.
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLocal 338 Retirement Fund
with this firmaskebsa.dol.gov

+13 more dated events

Every name, record and relationship behind this count, with the source on each.