This firm's name, 7 more advisory clients, 190 more other clients, 397 more Schedule C rows and 35 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.

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
10
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
10 allocators

+7 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.

Other roles
193 allocators

+190 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
400 rows, $43.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Roofing Industry Pension Fund202528 55NONE$170,369
Liuna National (industrial) Pension Fund202519 51 56NONE$43,162
Iuoe Local 98 Pension Plan202518 19 51NONE$41,421

+397 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

+35 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.

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