This firm's name, 2 more other clients and 20 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
5 allocators

+2 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
23 rows, $757,852 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Inspira Medical Centers, Inc. Cash Balance Retirement Plan202411 15 17 50NONE$84,671
Mitsui & Co. (U.S.A.), Inc. Pension Plan202411 50NONE$84,380
United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust202411 17 27NONE$16,113

+20 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
Ask DFX