This firm's name and 7 more Schedule C rows

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Investment consultant in New York

Investment consultant· NY
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
52
filed Sep 11, 2026
ADV institutional RAUM
$874M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.61; discretionary RAUM $1.4B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Schedule C rows
10 rows, $266,222 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Retirement Plan of Pathfinder Bank202428NONE$61,748
Defined Benefit Pension Plan for Employees of Gateway-Longview, Inc.202427INVESTMENT ADVISOR$25,521
I.B.E.W. Local No. 106 Pension Plan202427NONE$15,634

+7 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 20 Sep 11, 2026 reported
  • institutional clients 52 Sep 11, 2026 reported
  • pension plan clients 32 Sep 11, 2026 reported
  • raum discretionary $1.4B Sep 11, 2026 reported
  • raum institutional $874M Sep 11, 2026 reported
  • raum total $1.4B Sep 11, 2026 reported
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