This firm's name, 1 more other client, 24 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.

Investment consultant in Nevada

unclassified· NV

unclassified

This firm's name, 1 more other client, 24 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.

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.

4 allocators

+1 more client

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

27 rows, $2.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Truck Drivers & Helpers Local Union No. 355 Retirement Plan	2024	21 28 52	INVESTMENT MANAGER	$261,324
Indiana Laborers Pension Fund	2024	28	NONE	$251,884
Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan	2024	51	NONE	$20,489

+24 more Schedule C rows

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

Dec 31, 2024Holding endedinferencePlumbers & Steamfitters Local 118 Pension Plan
with this firm$6.2Maskebsa.dol.gov
Dec 31, 2024Holding startedCoca-Cola Consolidated, Inc. Bargaining Employees Pension Plan
with this firm$25.1Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceCarpenters Pension Fund of Illinois
Afl-Cio Building Investment Trust no longer appears on Carpenters Pension Fund of Illinois's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceAtlanta Plumbers & Steamfitters Pension Fund
PNC Bank, N.A. no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedSheet Metal Workers Local No. 177 Pension Fund
with this firmaskebsa.dol.gov

+16 more dated events

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