This firm's name and 13 more Schedule C rows

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Investment consultant in Pennsylvania

Investment consultant· Pittsburgh, PA
Investment consultantprobable
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
58
filed Mar 30, 2026
ADV institutional RAUM
$1.2B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.97; discretionary RAUM $1.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
16 rows, $1.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Western Pennsylvania Teamsters and Employers Pension Fund202428 51NONE$333,970
The Citigroup Pension Plan202428 50 51NONE$190,909
Building Trades Pension Plan of Western Pennsylvania202428 68NONE$65,813

+13 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
  • government clients 37 Mar 30, 2026 reported
  • institutional clients 58 Mar 30, 2026 reported
  • pension plan clients 21 Mar 30, 2026 reported
  • raum discretionary $1.2B Mar 30, 2026 reported
  • raum institutional $1.2B Mar 30, 2026 reported
  • raum total $1.3B Mar 30, 2026 reported
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