This firm's name, 16 more other clients and 53 more Schedule C rows

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Investment consultant in New York

Investment consultant· NY
Investment consultantcandidate
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
21
filed Mar 31, 2026
ADV institutional RAUM
$434M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$434M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $434M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
19 allocators

+16 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
56 rows, $251,921 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Employee Benefits Plan of the William Breman Jewish Home, Inc202411 12 15ADMINISTRATOR$26,425
Defined Benefit Plan for Employees of Epic202411 12 15NONE$19,850
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford202411 12 15INSURANCE CARRIER$18,035

+53 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
  • institutional clients 21 Mar 31, 2026 reported
  • pension plan clients 21 Mar 31, 2026 reported
  • raum discretionary $434M Mar 31, 2026 reported
  • raum institutional $434M Mar 31, 2026 reported
  • raum total $434M Mar 31, 2026 reported
What changed
No dated events.
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