This firm's name, 1 more advisory client and 8 more Schedule C rows

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

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
4
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
4 allocators
  • Investment adviser (plan)through Dec 31, 2025 Form 5500
  • Investment adviser (plan)through Dec 31, 2023 Form 5500
  • Investment adviser (plan)through Dec 31, 2022 Form 5500

+1 more advisory 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.

Schedule C rows
11 rows, $335,392 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
202527 50NONE$25,109
202527 50NONE$23,858
202427 50NONE$47,969

+8 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.

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