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Investment consultant in North Dakota

Investment consultant· Fargo, ND
Investment consultantcandidate
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
10
filed Jan 21, 2025
ADV institutional RAUM
$146M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.98; discretionary RAUM $3.4M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Schedule C rows
2 rows
PlanPlan yearCodesRelationship as filedDirect compensation
North Dakota Farmers Union Pension Plan202227INVESTMENT ADVISORY SVCS
Agraria Insurance Company Pension Plan202227INVESTMENT ADVISORY SVC
Form ADV readings
  • institutional clients 10 Jan 21, 2025 reported
  • pension plan clients 10 Jan 21, 2025 reported
  • raum discretionary $3.4M Jan 21, 2025 reported
  • raum institutional $146M Jan 21, 2025 reported
  • raum total $149M Jan 21, 2025 reported
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