This firm's name, 4 more other clients, 17 more Schedule C rows and 10 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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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
7 allocators

+4 more 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.

Schedule C rows
20 rows, $74,721 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Chemtrade Chemicals Corporation Consolidated Pension Plan202411 13 15 28 38 65NONE$47,325
Pension Plan for Cooperatives202411 13 15 28 34 38 50 52 64 65NONE
Richardson Oilseed Products (US) Limited Pension Plan202313 15 28 34 38 50 52 64 65NONE$16,705

+17 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

+10 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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