This firm's name, 46 more other clients and 141 more Schedule C rows

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Investment consultant

unclassified
unclassified
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
49 allocators

+46 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
144 rows, $5.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Chicago and Midwest Regional Pension Fund202519NONE$16,887
Berry Global, Inc. Defined Benefit Pension Plan202425NONE$213,210
Deaconess Health System, Inc. Retirement Plan202421NONE$162,418

+141 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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