This firm's name, 1 more other client, 56 more Schedule C rows and 31 more dated events

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Investment consultant in Maryland

unclassified· MD
unclassified
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
4 allocators

+1 more client

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
59 rows, $5.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Mechanical Contractors Ua Local 119 Pension Plan202528INVESTMENT MANAGER$56,198
Nysa-Ila Pension Trust Fund & Plan202451INVESTMENT MANAGEMENT FEE$897,001
Plumbers Local 9 Pension Plan202428NONE$241,804

+56 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

+31 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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