This firm's name and 5 more Schedule C rows

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Investment consultant

Investment consultant
Investment consultantcandidate
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
20
filed Mar 23, 2026
ADV institutional RAUM
$1.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $1.7B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Schedule C rows
8 rows, $3.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
IBM Personal Pension Plan202427PARTY-IN-INTEREST$974,435
Western Conference of Teamsters Pension Plan202452NONE
IBM Personal Pension Plan202327PARTY-IN-INTEREST$1.8M

+5 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 6 Mar 23, 2026 reported
  • institutional clients 20 Mar 23, 2026 reported
  • pension plan clients 14 Mar 23, 2026 reported
  • raum discretionary $1.7B Mar 23, 2026 reported
  • raum institutional $1.5B Mar 23, 2026 reported
  • raum total $1.7B Mar 23, 2026 reported
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