This firm's name, 32 more advisory clients, 100 more Schedule C rows and 1 more dated event

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

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
35
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
40
filed Mar 14, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
35 allocators

+32 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.

Schedule C rows
103 rows, $6.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 91 Pension Fund202527NONE$37,992
Local 1430 I.B.E.W. Pension Fund202527INVESTMENT CONSULTANT$8,000
Seafarers Pension Plan202427 50$214,992

+100 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
  • government clients 2 Mar 14, 2026 reported
  • institutional clients 40 Mar 14, 2026 reported
  • pension plan clients 38 Mar 14, 2026 reported
What changed

+1 more dated event

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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