This firm's name and 4 more advisory clients

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
6
ACFR and seeds
ADV institutional clients
154
filed Jun 5, 2026
ADV institutional RAUM
$769M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators

+4 more advisory clients

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Schedule C rows
3 rows, $137,500 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Intermountain Retail Store Employees Pension Plan202427NONE$47,500
Intermountain Retail Store Employees Pension Plan202327NONE$45,000
Intermountain Retail Store Employees Pension Plan202227NONE$45,000
Form ADV readings
  • charity clients 26 Jun 5, 2026 reported
  • government clients 56 Jun 5, 2026 reported
  • institutional clients 154 Jun 5, 2026 reported
  • pension plan clients 72 Jun 5, 2026 reported
  • raum institutional $769M Jun 5, 2026 reported
  • raum total $828M Jun 5, 2026 reported
What changed
Ask DFX