This firm's name, 1 more other client, 38 more Schedule C rows and 9 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
- Alaska Teamster-Employer Pension Trust Investment adviser (plan)through Jun 30, 2024 Form 5500
- Nordson Corporation Hourly-Rated Employees Pension Plan General consultantthrough Oct 31, 2023 Form 5500
- Nordson Corporation Salaried Employees Pension Plan General consultantthrough Oct 31, 2023 Form 5500
- Missouri Public School Retirement System Custodianthrough Jun 10, 2025
- National Automatic Sprinkler Industry Fund Office Employees Pension Plan Discretionary trusteethrough Dec 31, 2024
- Painters Union Pension Plan Trusteethrough May 31, 2023
+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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Westchester Teamsters Local 456 Pension Fund | 2025 | 28 51 | INVESTMENT MANAGER | $80,138 |
| Painters Union Pension Plan | 2025 | 21 50 | NONE KNOWN | $5,136 |
| Alaska Teamster-Employer Pension Trust | 2024 | 27 50 | NONE | $251,692 |
+38 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.
- with this firmpsrs-peers.org
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+9 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.