This firm's name

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Investment consultant in Massachusetts

unclassified· MA
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Schedule C rows
2 rows, $203,537 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Western Unite Here and Employers Pension Fund202416NONE$139,836
Southern Nevada Culinary and Bartenders Pension Plan202316NONE$63,701
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