This firm's name, 1 more advisory client, 17 more other clients and 38 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

+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.

Other roles
20 allocators

+17 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
41 rows, $1.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
King & Spalding LLP Cash Balance Pension Plan202511 50NONE$108,000
Employees' Retirement Plan of Proskauer Rose LLP202411 50NONE$213,900
UPS Retirement Plan202416 50NONE$187,526

+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.

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