This firm's name and 4 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
85
filed Jun 24, 2020
ADV institutional RAUM
$2.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$304M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.84; discretionary RAUM $304M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Schedule C rows
7 rows, $366,046 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Retirement Income Plan of the Corporation of Fine Arts Museums202410 27 28 51INV. ADVISORY$41,578
Retirement Plan for Employees of Southern California Presbyterian Homes202416 53INVESTMENT MANAGER$37,341
Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.202427 50INVESTMENT ADVISORY$18,750

+4 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 85 Jun 24, 2020 reported
  • pension plan clients 85 Jun 24, 2020 reported
  • raum discretionary $304M Jun 24, 2020 reported
  • raum institutional $2.1B Jun 24, 2020 reported
  • raum total $2.5B Jun 24, 2020 reported
What changed
No dated events.
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