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Investment consultant in Oregon

Investment consultant· Bend, OR
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
34
filed Mar 30, 2024
ADV institutional RAUM
$1.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$942M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.65; discretionary RAUM $942M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Schedule C rows
1 row, $2,125 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ashland Community Hospital Retirement Plan202317 50CONSULTANT$2,125
Form ADV readings
  • charity clients 10 Mar 30, 2024 reported
  • institutional clients 34 Mar 30, 2024 reported
  • pension plan clients 24 Mar 30, 2024 reported
  • raum discretionary $942M Mar 30, 2024 reported
  • raum institutional $1.1B Mar 30, 2024 reported
  • raum total $1.7B Mar 30, 2024 reported
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