This firm's name and 5 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
40
filed Mar 31, 2026
ADV institutional RAUM
$7.6B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.70; discretionary RAUM $2.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Schedule C rows
8 rows, $1.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
American Commercial Barge Line LLC Pension Plan202417 27 50 70NONE$247,659
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College202427 50 51NONE$46,386
American Commercial Barge Line LLC Pension Plan202317 27 50 70NONE$291,271

+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
  • charity clients 22 Mar 31, 2026 reported
  • institutional clients 40 Mar 31, 2026 reported
  • pension plan clients 18 Mar 31, 2026 reported
  • raum discretionary $2.1B Mar 31, 2026 reported
  • raum institutional $7.6B Mar 31, 2026 reported
  • raum total $11B Mar 31, 2026 reported
What changed
No dated events.
Ask DFX