This firm's name, 42 more other clients, 171 more Schedule C rows and 11 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.

Not an allocator

Not an allocator
Not an allocator
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Other roles
45 allocators

+42 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
174 rows, $13.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
International Association Pension Plan202510 16 50NONE$46,205
Liuna National (industrial) Pension Fund202528 51 62NONE$25,000
Liuna Staff and Affiliates Pension Fund202528 51 62NONE$25,000

+171 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

+11 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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