This firm's name, 6 more advisory clients and 18 more Schedule C rows

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
9
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
72
filed Jul 9, 2020
ADV institutional RAUM
$3.7B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $2.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
9 allocators

+6 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.

Schedule C rows
21 rows, $1.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Arxada Consolidated Pension Plan202427 51NONE$189,805
Holy Cross Retirement Plan for Nonexempt Employees202416NONE$61,599
Rand-Whitney Retirement Plan for Members of Bargaining Units202427 52ADVISOR$25,598

+18 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
  • charity clients 57 Jul 9, 2020 reported
  • government clients 8 Jul 9, 2020 reported
  • institutional clients 72 Jul 9, 2020 reported
  • pension plan clients 7 Jul 9, 2020 reported
  • raum discretionary $2.2B Jul 9, 2020 reported
  • raum institutional $3.7B Jul 9, 2020 reported
  • raum total $5.0B Jul 9, 2020 reported
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