Investment consultant in Maryland
This firm's name, 8 more other clients, 309 more Schedule C rows and 32 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
- Sheet Metal Workers Local 98 Pension Fund Investment adviser (plan)through Dec 31, 2024 Form 5500
- Carpenters Pension Trust Fund for Northern California Investment adviser (plan)through Aug 31, 2023 Form 5500
- Pacificorp/ibew Local 57 Retirement Trust Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
Other roles
- Pointers, Cleaners, & Caulkers Pension Fund Trusteethrough Jun 30, 2025
- Bricklayers Local No. 55 Pension Plan Custodianthrough Apr 30, 2025
- Ibew Local No. 32 - Neca Pension Plan Custodianthrough Dec 31, 2024
+8 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 |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 28 51 | NONE | $1.7M |
| Local 734 Pension Fund | 2025 | 28 51 | NONE | $81,009 |
| National Electrical Benefit Fund | 2024 | 28 51 | NONE | $1.7M |
+309 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
- Dec 31, 2024Manager relationship endedinferenceRetirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizationswith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+32 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.