This firm's name, 1 more advisory client and 6 more Schedule C rows

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Institutional manager

Institutional manager
Institutional managercandidate
No date on record · this record
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
20
filed Mar 28, 2024
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators

+1 more advisory client

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
9 rows, $206,175 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Monterey Peninsula Restaurant and Hotel Pension Fund202428 51NONE$28,500
SAN Mateo Hotel Employees & Restaurant Employees Pension Fund202427NONE$21,500
Plumbers & Fitters Local Union 295 Pension Plan202427 50NONE$20,000

+6 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
  • institutional clients 20 Mar 28, 2024 reported
  • pension plan clients 20 Mar 28, 2024 reported
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