Investment consultant
unclassified
Find My Intro Path
unclassified
This firm's name, 20 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
1
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
1 allocator
- Ingredion Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
2 allocators
- Idaho Plumbers and Pipefitters Pension Plan Custodianthrough May 31, 2023
- Plasterers' Local 8 Pension Fund Trusteethrough Apr 30, 2023
Schedule C rows
23 rows, $3.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ingredion Pension Plan | 2024 | 16 27 28 50 | NONE | $356,878 |
| Ohio Operating Engineers Pension Plan | 2024 | 28 | $348,325 | |
| Duquesne Light Company Defined Benefit Retirement Plan | 2024 | 28 72 | NONE | $289,513 |
+20 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
+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.