This firm's name, 9 more advisory clients and 42 more Schedule C rows

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Investment consultant in New York

Investment consultant· NY
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
12
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
85
filed Mar 24, 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
12 allocators

+9 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.

Other roles
1 allocator
Schedule C rows
45 rows, $1.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 475 Pension Plan202527 51INVESTMENT ADVISORY$50,350
Teamsters Local No. 35 Pension Plan202527 51NONE$30,776
Local 1102 Amalgamated Pension Fund202527 50NONE$25,000

+42 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
  • charity clients 5 Mar 24, 2026 reported
  • government clients 61 Mar 24, 2026 reported
  • institutional clients 85 Mar 24, 2026 reported
  • pension plan clients 19 Mar 24, 2026 reported
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