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Investment consultant in North Carolina

Investment consultant· NC
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
27
filed Mar 30, 2026
ADV institutional RAUM
$2.0B
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 1.00; 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
2 rows, $18,750 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
United Refining Company Pension Plan for Hourly Employees202317 50CONSULTING$9,375
United Refining Company Consolidated Pension Plan202317 50CONSULTING FEES$9,375
Form ADV readings
  • institutional clients 27 Mar 30, 2026 reported
  • pension plan clients 27 Mar 30, 2026 reported
  • raum institutional $2.0B Mar 30, 2026 reported
  • raum total $2.0B Mar 30, 2026 reported
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