This firm's name, 25 more other clients and 56 more Schedule C rows

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Investment consultant in Ohio

Investment consultant· Cleveland, OH
Investment consultantcandidate
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11
filed Mar 5, 2026
ADV institutional RAUM
$8.9M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$8.9M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $8.9M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
  • this firm Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
28 allocators

+25 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
59 rows, $618,760 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
202411 50NONE$53,875
this firm202411enrolled actuary
202411enrolled actuary

+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.

Form ADV readings
  • institutional clients 11 Mar 5, 2026 reported
  • pension plan clients 11 Mar 5, 2026 reported
  • raum discretionary $8.9M Mar 5, 2026 reported
  • raum institutional $8.9M Mar 5, 2026 reported
  • raum total $8.9M Mar 5, 2026 reported
What changed
No dated events.
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