This firm's name, 15 more other clients and 46 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Investment consultant

unclassified
unclassified
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
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
No advisory client relationship on the tape.
Other roles
18 allocators

+15 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
49 rows, $1.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
R.B. Pamplin Corporation and Subsidiaries Pension Plan and Trust202411ACTUARY$17,677
Pension Plan for the Employees of Caromont Health202311 17NONE$351,575
Zoological Society of San Diego Restated Pension Plan for Union Employees202311NONE$179,619

+46 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.

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