Investment consultant in Massachusetts
unclassified· MA
unclassified
This firm's name, 42 more Schedule C rows and 35 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 on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln Custodianthrough Dec 31, 2024
- Rudin Management Co. Inc. Employees' Pension Trust Trusteethrough Dec 31, 2022
Schedule C rows
45 rows, $4.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Cambia Health Solutions Retirement Plan | 2024 | 28 | NONE | $398,510 |
| Rudin Management Co. Inc. Employees' Pension Trust | 2024 | 21 28 51 | NONE | $334,660 |
| U. S. Retirement Plan | 2024 | 28 51 | NONE | $135,169 |
+42 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
- Sep 30, 2025Holding endedinferenceNEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan
+35 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.