This firm's name, 3 more advisory clients, 80 more Schedule C rows and 17 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
6
Schedule C, ACFR
Public-system clients
0
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
6 allocators

+3 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.

Other roles
2 allocators
Schedule C rows
83 rows, $27.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Retirement Income Plan for Employees of the Rockefeller Foundation202528 51 61 62 68NONE$112,526
Aomc Pension Plan for Non-Union Employees202551NONE$58,997
Mayo Pension Plan202428 51NONE$2.2M

+80 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

+17 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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