This firm's name and 9 more Schedule C rows

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
31
filed Mar 28, 2025
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Schedule C rows
12 rows, $845,383 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
WPS Pension Plan202527 50NONE$70,908
WPS Pension Plan202427 50NONE$145,632
Premera Pension Equity Plan202416 17 27 49 50 70INVESTMENT ADVISOR$46,302

+9 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.

Form ADV readings
  • charity clients 8 Mar 28, 2025 reported
  • institutional clients 31 Mar 28, 2025 reported
  • pension plan clients 23 Mar 28, 2025 reported
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