This firm's name, 1 more advisory client, 74 more Schedule C rows and 3 more dated events

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 in New York

unclassified· NY
unclassified
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
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
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
77 rows, $14.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Excavators Union Local 731 Pension Fund202428 51 68NONE$1.1M
Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund202428 51INVEST MGT - EMPLOYEE ORG$823,353
Seafarers Pension Plan202428 50 51$756,331

+74 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.

What changed

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

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

Ask DFX