This firm's name, 5 more advisory clients, 14 more Schedule C rows and 5 more dated events

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Investment consultant in New Jersey

Investment consultant· Warren, NJ
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
8
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
226
filed Apr 4, 2022
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
8 allocators

+5 more advisory clients

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

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Schedule C rows
17 rows, $460,541 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
NFO Research, Inc. Pension Plan202527 50INVESTMENT ADVISORY$15,000
NFO Research, Inc. Pension Plan202427 50INVESTMENT ADVISORY$30,000
Houghton Mifflin Retirement Plan202428NONE$25,000

+14 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 16 Apr 4, 2022 reported
  • government clients 6 Apr 4, 2022 reported
  • institutional clients 226 Apr 4, 2022 reported
  • pension plan clients 204 Apr 4, 2022 reported
What changed

+5 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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