Charles Besocke

unclassified· CA
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
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

1 allocator

Schedule C rows

2 rows, $210,103 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Automotive Industries Pension Plan202416 50NONE$73,800
Automotive Industries Pension Plan202316 50NONE$136,303

What changed

No dated events.