Investment consultant in Florida

unclassified· FL
unclassified

This firm's name, 16 more Schedule C rows and 2 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
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

Schedule C rows

19 rows, $1.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Consolidated Edison Retirement Plan202428 51 52NONE$1.0M
Hsbc - North America (U.S.) Pension Plan202428 50 68NONE$28,185
Retirement Plan for Salaried Employees of New York City Ballet, Inc.202428INVESTMENT$14,172

+16 more Schedule C rows

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

What changed

+2 more dated events

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