Investment consultant
This firm's name, 1 more other client, 188 more Schedule C rows and 16 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.
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Advisory clients
- Boston Medical Center Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- Pension Plan for Employees of Southern New Hampshire Medical Center Investment adviser (plan)through Jan 31, 2023 Form 5500
Other roles
- Composition Roofers Local #4 Pension Plan Trusteethrough Oct 31, 2023
- Elliot Health System Pension Plan Trusteethrough Dec 31, 2022
- Plumbers Lu 690 Metal Trades Pension Plan Custodianthrough Dec 31, 2022
+1 more client
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 |
|---|---|---|---|---|
| Operating Eng Cons Ind Misc. Pension Fund | 2025 | 28 51 | NONE | $144,486 |
| Midwest Pension Plan | 2025 | 28 | NONE | $31,607 |
| Ufcw Local 1262 & Employers Pension Fund | 2024 | 28 51 | NONE | $871,080 |
+188 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 endedinferenceThe Defined Benefit Plan of the Institution for Savings in Newburyportwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+16 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.