This firm's name and 8 more Schedule C rows

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

Investment consultant
Investment consultantprobable
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
200
filed Mar 20, 2026
ADV institutional RAUM
$27B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.92; discretionary RAUM $1.7B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Other roles
1 allocator
Schedule C rows
11 rows, $524,589 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Iowa State Education Association Employees' Pension Trust202419 27 28NONE$92,848
Sunwest Federal Credit Union Defined Benefit Plan and Trust202427NONE$31,963
Minn-Dak Farmers Cooperative Pension Plan202427 51NONE$20,250

+8 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 3 Mar 20, 2026 reported
  • government clients 31 Mar 20, 2026 reported
  • institutional clients 200 Mar 20, 2026 reported
  • pension plan clients 166 Mar 20, 2026 reported
  • raum discretionary $1.7B Mar 20, 2026 reported
  • raum institutional $27B Mar 20, 2026 reported
  • raum total $30B Mar 20, 2026 reported
What changed
No dated events.
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