This firm's name, 4 more other clients, 249 more Schedule C rows and 21 more dated events

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Institutional manager in California

Institutional manager· CA
Institutional managercandidate
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
11
filed Apr 30, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $3.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Other roles
7 allocators

+4 more clients

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Schedule C rows
252 rows, $59.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Teamsters Local No. 35 Pension Plan202552NONE$53,969
Carpenters Labor-Management Pension Plan202528 51NONE$19,435
IAM National Pension Fund202428 51NONE$2.5M

+249 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

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Form ADV readings
  • institutional clients 11 Apr 30, 2026 reported
  • pension plan clients 11 Apr 30, 2026 reported
  • raum discretionary $3.2B Apr 30, 2026 reported
  • raum total $3.2B Apr 30, 2026 reported
What changed

+21 more dated events

Every name, record and relationship behind this count, with the source on each.

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