This firm's name, 8 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.

Investment consultant

unclassified

This firm's name, 8 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

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

3 allocators

Electricians Pension Plan, Ibew 995 Investment adviser (plan)through Sep 30, 2025 Form 5500
Ravenswood Represented Employee Defined Benefit Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Ethosenergy Pension Plan for Union Employees Investment adviser (plan)through Dec 31, 2024 Form 5500

11 rows, $691,814 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Wellstar Health System, Inc. Pension Plan	2024	28 51	NONE	$304,860
I.B.E.W. Local 456 Pension Plan	2024	28 51	NONE	$113,645
Genuine Parts Company Pension Plan	2024	28 51	NONE	$110,932

+8 more Schedule C rows

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

+1 more dated event

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