This firm's name, 100 more other clients and 347 more Schedule C rows

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
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
103 allocators

+100 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
350 rows, $5.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Employees Retirement Plan of St. Barnabas Hospital and Affiliates202511 17 50 70NONE$83,050
Ibew Eastern States Pension Plan202511 50NONE$79,864
Ibew Eastern States Pension Plan202511enrolled actuary

+347 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
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