This firm's name and 6 more Schedule C rows

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

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
238
filed Sep 16, 2026
ADV institutional RAUM
Not disclosed
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 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Schedule C rows
9 rows, $114,760 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
IBM Personal Pension Plan202427PARTY-IN-INTEREST$24,222
Afscme Employees Pension Plan202416 50NONE$9,126
Southern California Local 831 - Employer Pension Fund202428 51NONE$5,253

+6 more Schedule C rows

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

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

Form ADV readings
  • charity clients 45 Sep 16, 2026 reported
  • government clients 19 Sep 16, 2026 reported
  • institutional clients 238 Sep 16, 2026 reported
  • pension plan clients 174 Sep 16, 2026 reported
  • charity clients 45 Aug 7, 2026 reported
  • government clients 19 Aug 7, 2026 reported
  • institutional clients 238 Aug 7, 2026 reported
  • pension plan clients 174 Aug 7, 2026 reported
What changed
No dated events.
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