This firm's name, 35 more Schedule C rows and 4 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

unclassified

This firm's name, 35 more Schedule C rows and 4 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

No advisory client relationship on the tape.

1 allocator

38 rows, $1.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Aarp Employees' Pension Plan	2024	21	NONE	$194,741
Edison Pension Plan	2024	28 50 51	NONE	$139,710
Laborers District Council & Contractors Pension Fund of Ohio	2024	28		$121,242

+35 more Schedule C rows

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

Dec 31, 2025Manager relationship endedinferenceStauffer Biscuit Company Pension Plan
with this firmaskebsa.dol.gov
Mar 31, 2025Holding endedinferenceCrown Equipment Corporation Retirement Plan
with this firm$47.1Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Hourly and Salaried Employees of Donsco, Inc.
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceHomeland Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedEdison Pension Plan
with this firmaskebsa.dol.gov

+4 more dated events

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