This firm's name, 9 more advisory clients, 15 more Schedule C rows and 7 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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Not an allocator in New Jersey

Not an allocator· NJ
Not an allocator
No date on record · this record
Advisory clients on the tape
12
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
12 allocators

+9 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
3 allocators
Schedule C rows
18 rows, $19.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Michelin Retirement Plan202412 15 16 38 50NONE$954,494
Exxonmobil Pension Plan202419 21 25 28 50 51 52AFFIL. OF PARTY IN INT.$875,810
Northwell Health Pension Plan202411NONE$219,306

+15 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

+7 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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