This firm's name, 1 more other client and 9 more Schedule C rows

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Investment consultant in Florida

Investment consultant· Miami, FL
Investment consultantprobableDC plan focus
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
696
filed Mar 27, 2026
ADV institutional RAUM
$997M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$742M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $742M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
4 allocators

+1 more 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.

Schedule C rows
12 rows, $29,485 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Economy Linen and Towel Service, Inc. Plant Pension Fund - Dayton202411NA$9,945
Economy Linen and Towel Service, Inc. Plant Pension Fund - Dayton202411enrolled actuary
Dawn-Iue Local No. 697 Pension Plan202411enrolled actuary

+9 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
  • institutional clients 696 Mar 27, 2026 reported
  • pension plan clients 696 Mar 27, 2026 reported
  • raum discretionary $742M Mar 27, 2026 reported
  • raum institutional $997M Mar 27, 2026 reported
  • raum total $997M Mar 27, 2026 reported
What changed
No dated events.
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