This firm's name, 8 more advisory clients, 2 more other clients, 24 more Schedule C rows and 3 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
11
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
11 allocators

+8 more advisory 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.

Other roles
5 allocators

+2 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
27 rows, $3.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Scripps Networks Interactive Pension Plan202517 50NONE$5,047
RTX Consolidated Pension Plan202410 16 50NONE$564,795
Crown Equipment Corporation Retirement Plan202428NONE$238,667

+24 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

+3 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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