This firm's name, 28 more advisory clients, 40 more Schedule C rows and 7 more dated events

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
26
Schedule C, ACFR
Public-system clients
11
ACFR and seeds
ADV institutional clients
84
filed Jun 30, 2026
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
31 allocators

+28 more advisory clients

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Schedule C rows
43 rows, $5.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ufcw Consolidated Pension Fund202416NONE$467,590
Sutter Health Retirement Plan202417 50NONE$233,000
Cash Balance Retirement Plan of Hallmark Cards, Inc.202427 50CONSULTANT$206,210

+40 more Schedule C rows

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Form ADV readings
  • charity clients 20 Jun 30, 2026 reported
  • government clients 42 Jun 30, 2026 reported
  • institutional clients 84 Jun 30, 2026 reported
  • pension plan clients 22 Jun 30, 2026 reported
What changed

+7 more dated events

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

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