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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
118
filed Jul 17, 2026
ADV institutional RAUM
$1.2B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$407M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.77; discretionary RAUM $407M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Schedule C rows
1 row
PlanPlan yearCodesRelationship as filedDirect compensation
Patriot Federal Credit Union Retirement Pension Plan202427 99INVESTMENT ADVISORY
Form ADV readings
  • institutional clients 118 Jul 17, 2026 reported
  • pension plan clients 118 Jul 17, 2026 reported
  • raum discretionary $407M Jul 17, 2026 reported
  • raum institutional $1.2B Jul 17, 2026 reported
  • raum total $1.6B Jul 17, 2026 reported
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