This firm's name

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Investment consultant

unclassified
unclassified
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
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
2 allocators
Schedule C rows
2 rows, $16,402 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
N. Atlantic States Carp. Guaranteed Annuity Fund202327 50NONE$8,201
N. Atlantic States Carp. Pension Fund202327 50NONE$8,201
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