This firm's name, 33 more advisory clients, 84 more Schedule C rows and 13 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

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
36
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
36 allocators

+33 more advisory 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
87 rows, $8.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Midwest Pension Plan202516NONE$99,605
Bricklayers & Trowel Trades International Pension Fund202516 49 50NONE$84,687
Teamsters' Local 301 Pension Plan202515 16NONE$76,742

+84 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

+13 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