This firm's name and 4 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 in California

unclassified· CA
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
Schedule C rows
7 rows, $2.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Toledo Newspaper Unions Blade Pension Plan202521INVESTMENT MANAGEMENT$52,289
IBM Personal Pension Plan202428 68PARTY-ININTEREST$578,350
The Toledo Newspaper Unions Blade Pension Plan202421INVESTMENT MANAGEMENT$52,742

+4 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.

What changed
No dated events.
Ask DFX