This firm's name, 130 more other clients, 357 more Schedule C rows and 18 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Other roles
133 allocators

+130 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
360 rows, $18.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Iuoe Local 30 Pension Fund202528 51NONE$165,492
Bricklayers & Trowel Trades International Pension Fund202519 28 52 72NONE$120,466
Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust202519 72NONE$100,505

+357 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

+18 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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