This firm's name, 88 more Schedule C rows and 8 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 in Massachusetts

unclassified· MA
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
3 allocators
Schedule C rows
91 rows, $15.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Laborers' District Council Construction Industry Pension Fund202428NONE$560,847
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund202428 51INVESTMENT MANAGER$528,828
Plumbers' Pension Fund, Local 130, U.A.202428 51NONE$441,689

+88 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

+8 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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