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Investment consultant

Investment consultant
Investment consultantcandidate
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
22
filed Jun 17, 2026
ADV institutional RAUM
$2.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.6B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.78; discretionary RAUM $1.6B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Schedule C rows
1 row, $6,250 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Woodlawn Cemetery Pension Plan202417NONE$6,250
Form ADV readings
  • charity clients 22 Jun 17, 2026 reported
  • institutional clients 22 Jun 17, 2026 reported
  • raum discretionary $1.6B Jun 17, 2026 reported
  • raum institutional $2.1B Jun 17, 2026 reported
  • raum total $2.7B Jun 17, 2026 reported
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