DFX Intelligence

Allocator Intelligence

Investment consultant

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This firm's name, 51 more Schedule C rows and 1 more dated event

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
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

Other roles

2 allocators

Schedule C rows

54 rows, $11.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of Puget Sound Energy, Inc.202528 51 52 68NONE$552,473
Marathon Petroleum Retirement Plan202428 50 51NONE$891,699
Retirement Plan for Employees of Puget Sound Energy, Inc.202428 51 52 68NONE$567,597

+51 more Schedule C rows

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

What changed

+1 more dated event

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