This firm's name, 43 more other clients and 122 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.

Not an allocator

Not an allocator
Not an allocator
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
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
1 allocator
Other roles
46 allocators

+43 more clients

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
125 rows, $5.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Allina Health Pension Plan for Collectively Bargained Employees202521 50PARTY-IN-INTEREST$11,204
I.B.E.W. Local No. 728 Pension Fund202521NONE$8,004
Caleres, Inc. Retirement Plan202419 21 50 62TRUSTEE$287,299

+122 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.

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