This firm's name, 3 more advisory clients and 13 more Schedule C rows

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Institutional manager

Institutional manager
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
38
filed Jul 30, 2026
ADV institutional RAUM
$2.8B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$6.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.39; discretionary RAUM $6.0B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators

+3 more advisory clients

Every name, record and relationship behind this count, with the source on each.

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Other roles
1 allocator
Schedule C rows
16 rows, $3.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Employees Retirement Plan of Hajoca Corporation202428 50NONE$521,186
Employees' Retirement Plan of Consolidated Electrical Distributors, Inc.202427 28 50NONE$420,032
Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies202421 50NONE$7,228

+13 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 32 Jul 30, 2026 reported
  • institutional clients 38 Jul 30, 2026 reported
  • pension plan clients 6 Jul 30, 2026 reported
  • raum discretionary $6.0B Jul 30, 2026 reported
  • raum institutional $2.8B Jul 30, 2026 reported
  • raum total $7.3B Jul 30, 2026 reported
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