This firm's name and 4 more Schedule C rows

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Investment consultant in Pennsylvania

Investment consultant· Conshohocken, PA
Investment consultantcandidate
No date on record · this record
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Jun 30, 2026
ADV institutional RAUM
$426M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$402M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.54; discretionary RAUM $402M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Schedule C rows
7 rows, $533,953 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
UFT & Uft Welfare Fund Employees Pension Plan202427NONE$128,989
Indorama Ventures Defined Benefit Pension Plan202417 27 50 70NONE$95,767
D.F. King & Co., Inc. Pension Plan202427 33 50 71 72NONE$47,546

+4 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 5 Jun 30, 2026 reported
  • institutional clients 13 Jun 30, 2026 reported
  • pension plan clients 8 Jun 30, 2026 reported
  • raum discretionary $402M Jun 30, 2026 reported
  • raum institutional $426M Jun 30, 2026 reported
  • raum total $788M Jun 30, 2026 reported
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