This firm's name, 90 more other clients, 252 more Schedule C rows and 7 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.

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
93 allocators

+90 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
255 rows, $33.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
International Transmission Company Retirement Plan202511 12 15 28 38 50 59 61 62 63 64RECORDKEEPER$75,920
Tate & Lyle Salaried Pension Plan202411 12 15 28 38 50 59 61 62 63 64RECORD KEEPER$683,742
Tate & Lyle Hourly Pension Plan202411 12 15 28 38 50 59 61 62 63 64RECORD KEEPER$420,974

+252 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

+7 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.

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