This firm's name, 1 more advisory client, 118 more other clients, 397 more Schedule C rows and 3 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.

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
8
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
4 allocators

+1 more advisory client

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

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

Other roles
121 allocators

+118 more 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
400 rows, $31.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers & Trowel Trades International Pension Fund202511 50NONE$343,946
BAC - Salaried Employees Pension Plan202511 17 50NONE$68,328
Iubac - Local Union Officers & Employees Pension Plan202511 17 50NONE$64,267

+397 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.

What changed

+3 more dated events

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

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

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