This firm's name, 32 more advisory clients and 101 more Schedule C rows

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
35
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
52
filed Aug 5, 2026
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
35 allocators

+32 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
104 rows, $3.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Fund of Heat and Frost Insulators Local 12202527 50NONE$20,000
Nysa-Ila Pension Trust Fund & Plan202427INVESTMENT ADVISOR$186,284
Local 338 Retirement Fund202427 50NONE$95,000

+101 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 52 Aug 5, 2026 reported
  • pension plan clients 52 Aug 5, 2026 reported
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