This firm's name, 10 more advisory clients, 7 more other clients, 109 more Schedule C rows and 4 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
13
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
13 allocators

+10 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
10 allocators

+7 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
112 rows, $39.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Equitable Retirement Plan202428 50NONE$3.7M
America First Credit Union Pension Plan202427 50NONE$1.6M
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund202427 51INVESTMENT ADVISOR$1.2M

+109 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

+4 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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