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
3 rows, $90,053 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 807 Labor Management Pension Fund202416 50NONE$25,976
Local 808 Ibt Pension Plan202316 50NONE$41,182
Local 807 Labor Management Pension Fund202316 50NONE$22,895
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